On March 27th, The CARES Act, a retirement relief and stimulus bill was signed into law. Please join Cable Hill Partners, JD Fulwiler & Co. and Pension Plan Specialists for a special legislative update and best practices overview in the wake of the COVID-19 pandemic.
See how 3 local companies are helping employers manage their employee benefits through times of crisis, wage reduction and temporary layoffs. Learn how recent legislation is allowing employers to help their employees manage finances through this difficult and unprecedented time.
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
Details:
When: Wednesday, April 15th at 10:00am to 11:00am PST
Where: Zoom Call
Where: Zoom Call