Retirement Learning Center

Listen to highlights of our most recent Case of the Week discussion about DOL's recent update to Cybersecurity guidance. Teresa Domek, Senior Consultant at Retirement Learning Center, discusses the case. >> https://hubs.la/Q02Tt-Wq0

A recent Case of the Week involves the U.S. Department of Labor’s Employee Benefits Security Administration's (EBSA) recently updated cybersecurity guidance. Discover more about the pivotal role you play as a financial professional in guiding clients through retirement plan complexities. Read the full article: https://hubs.la/Q02TyKdb0

Listen to highlights of our most recent Case of the Week discussion about NUA and stock lots. Andy Larson, Director of Retirement Education at Retirement Learning Center, discusses the case. >> https://hubs.la/Q02SLPfm0

A recent Case of the Week involves a financial advisor in California who called into our Resource Desk with a question regarding NUA and stock lots. The advisor asked: "Can plan participants select specific stock lots as part of an NUA election?" Discover more about the pivotal role you play as a financial professional in guiding clients through retirement plan complexities. Read the full article: https://hubs.la/Q02SNtxr0

Listen to highlights of our most recent Case of the Week discussion about life insurance inside qualified plans. Listen as Jenny Kiffmeyer, JD and COO at Retirement Learning Center, discusses the case. >> https://hubs.la/Q02RFtZG0

A recent Case of the Week involves a financial advisor in Colorado who called into our Resource Desk with a question regarding life insurance in qualified retirement plans. The advisor asked: "I have heard that sponsors of qualified retirement plans can offer life insurance as a type of investment within the plan. If that is true—what are the requirements to do so?" Discover more about the pivotal role you play as a financial professional in guiding clients through retirement plan complexities. Read the full article: https://hubs.la/Q02RFq1G0

Listen to highlights of our most recent Case of the Week discussion about correcting plan overpayments. Listen as Heather Panick, JD and Consultant at Retirement Learning Center, discusses the case. >> https://hubs.la/Q02R0WFG0

A recent Case of the Week involves a financial advisor in California who called into our Resource Desk with a question regarding correcting plan overpayments. The advisor asked: “A participant in a client’s 401(k) plan accidentally received an overpayment from the plan. What are the new overpayment recovery rules under SECURE Act 2.0?” Discover more about the pivotal role you play as a financial professional in guiding clients through retirement plan complexities. Read the full article: https://hubs.la/Q02R12Dg0

Listen to highlights of our most recent Case of the Week discussion about highly compensated employees (HCEs) and foreign earned income. Listen as Judith Muehlbauer, Senior Consultant at Retirement Learning Center, discusses the case. >> https://hubs.la/Q02Q7jhn0

A recent Case of the Week involves a financial advisor in Utah who called into our Resource Desk with a question regarding highly compensated employees (HCEs) and foreign earned income. The advisor asked: “Do we need to add a participant’s foreign earned income to their U.S. earned income when determining HCE status after they’ve moved from a foreign subsidiary to a U.S. subsidiary?” Discover more about the pivotal role you play as a financial professional in guiding clients through retirement plan complexities. Read the full article: https://hubs.la/Q02Q9qJ30