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: John Carl
John is the author of the Case of the Week.
He is the Founder and President of the Retirement Learning Center, a founding lecturer for The Retirement Advisor University (TRAU) and Executive Director of the PLANSPONSOR Institute. John is a highly sought after industry insider who travels the country educating groups of financial professionals on the very latest in retirement legislation, forecasts and developments affecting the industry.
John’s extensive industry experience includes running Alliance Capital’s DC initiative (including creating and running Rhode Island’s 529 savings plan) and directing Global Product Management for the firm. He has also been a branch and regional sales manager for Prudential Securities and an independent financial advisor.
In 2012, 401kWire named John as one of the most influential individuals in the 401(k) industry for the sixth consecutive year. He released his first book in 2009, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors.
Article Index
By John Carl 2/21/2018
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements. A recent call with a financial advisor from Minnesota is...
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By John Carl 2/14/2018
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements.A recent call with a financial advisor from Ohio is...
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By John Carl 2/7/2018
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements. A recent call with a financial advisor from Texas is...
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By John Carl 1/31/2018
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements. A recent call with a financial advisor from Georgia is...
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By John Carl 1/24/2018
ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings plans.A recent call with a senior financial advisor from...
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By John Carl 1/17/2018
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements.A recent call with a senior financial advisor from Cafaro...
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By John Carl 1/10/2018
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements. A recent call with an advisor in New York is representative of a...
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By John Carl 12/27/2017
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements.A recent call with an advisor in South Dakota is representative...
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By John Carl 12/20/2017
The ERISA consultants at the Learning Center Resource, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with an advisor in Georgia is...
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By John Carl 12/13/2017
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements.A recent call with an advisor in Michigan is representative of a...
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By John Carl 12/6/2017
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements.A recent call with an advisor in Colorado is representative of a...
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By John Carl 11/29/2017
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements.A recent call with an advisor in Illinois is representative of a...
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By John Carl 11/15/2017
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements.A recent call with a financial advisor in New York is...
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By John Carl 11/8/2017
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements.A recent call with a financial advisor in California is...
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By John Carl 11/2/2017
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements.A recent call with a financial advisor in Colorado is...
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By John Carl 10/18/2017
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements. A recent call with an advisor in Washington is representative of...
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By John Carl 10/11/2017
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements.A recent call with an advisor in New Hampshire is representative...
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By John Carl 9/27/2017
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements.A recent call with an advisor in New Jersey is representative of...
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By John Carl 9/20/2017
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans.A recent call with an advisor in Maryland is representative of a common inquiry involving rollovers....
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By John Carl 9/13/2017
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans.A recent call with an advisor in New Mexico is representative of a common inquiry involving a savings...
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