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Beyond the CARES Act Webinar: Considerations for the COVID-19 Era

the one minute takeaway

The COVID-19 crisis and ongoing market volatility presents retirement plan sponsors with challenges and choices. As employers balance the need to cut operating costs with supporting employees, they face important decisions in the months ahead.

Beyond The CARES Act Webinar
Join HUB International and Tom Clark, Chief Operating Officer and Partner at The Wagner Law Group, for a review of potential changes to employer contributions and employee deferrals, and the proactive steps needed to reduce fiduciary risk and ensure proper plan governance.

We’ll cover the following key considerations for plan sponsors:

  • Employer contribution changes to safe harbor and non-safe harbor plans
  • Employee deferral changes
  • Getting deferrals and contributions in on time
  • Employee deferral changes
  • Extra steps to take when monitoring investments

This webinar is intended for business owners, executives and HR leaders who need to understand their options when it comes to managing their employer-sponsored retirement plan through the COVID-19 crisis.

This content is informational only and based on information available when created. This webinar is not intended as, and should not be taken as, legal advice.

HUB Retirement and Private Wealth employees are Registered Representatives of and offer Securities and Advisory services through various Broker Dealers and Registered Investment Advisers, which may or may not be affiliated with HUB International. Insurance services are offered through HUB International, an affiliate.

CARES Act Webinar: What Plan Sponsors Need to Know

The CARES Act has provisions that directly affect retirement plans, including expanded and penalty-free withdrawal rights, expanded loan rights, extended rights to repay loans and withdrawals and a deferral of mandatory distributions.

Coronavirus Resource Center

The coronavirus pandemic is causing significant business, economic and social disruption.

Be prepared. Know how to respond.