document provisions

  • DC Plan Sponsors React to Coronavirus with Moderation

    • April 30, 2020
    • Posted by: Jeff Atwell
    • Category: Economics, Financial Plan, Resources
    No Comments
    CARES Act

    Retirement plan professionals and plan sponsors are continuing to evaluate the provisions of the CARES Act.  The majority of plans have now elected to adopt some or all of the CARES Act provisions.  This creates an opportunity for retirement plan professionals to create added value for plan sponsors and participants who are, or might be considering utilizing the CARES Act options.

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  • Plan Professionals Provide Value Amid COVID-19 Impacts

    • April 16, 2020
    • Posted by: Jeff Atwell
    • Category: Economics, Financial Plan, Resources
    No Comments

    The true impact on retirement plans created by Covid-19 and the CARES Act will not be determined for awhile.  This is a great opportunity for retirement plan professionals to assist their plan sponsors and participants in managing the options created by the CARES Act and developing effective communication with plan participants to assist them in managing their retirement assets prudently. We offer a brief list of services that professional, qualified plan service providers can offer to plan sponsors to assist them and their participants in staying on track meeting their retirement goals. 

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