Topics to include:

• The CARES Act which allows for increased abilities for participants to access their retirement accounts due to financial/medical hardships related to COVID-19
• Regulations related to retirement plan amendments due to current economic climate
• Fiduciary governance best practices during volatile markets
• Best practices for plan sponsors during this time related to employee benefits – disability policies and FMLA

Moderator:

Jeff Gates, Lead Advisor, Cable Hill Partners

• Cable Hill Partners, based in Portland, OR, is a local investment advisory firm
• Jeff has worked with employers’ retirement benefits for over 25 years throughout the Pacific NW

Panelists:

Joe Burt, President, Pension Plan Specialists

• Pension Plan Specialist, based in Vancouver, WA, is a local retirement plan administration company
• Joe has worked with employers’ retirement benefits for over 20 years throughout the Pacific NW

Ryan Christensen, Retirement Plan Lead Advisor, Cable Hill Partners

• Cable Hill Partners, based in Portland, OR, is a local investment advisory firm
• Ryan has worked with employers’ retirement benefits for over 20 years throughout the Pacific NW

Shelly Metje, Director of Employee Benefits, JD Fulwiler & Co.

• JD Fulwiler & Co., Based in Portland, OR, is a local full-service insurance agency
• Shelly has worked with employers’ employee benefits for over 20 years throughout the Pacific NW