Description
Round Table discussion about real world operational issues faced by Plan Sponsors in connection with implementing the CARES Act provisions relating to Retirement plans. Discussion will include different views and perspectives from speakers in different market segments.
Learning Objectives:
- Learn about key participant communications that plan sponsors should be consider providing to participants as a best practice for CARES Act changes, employer contribution changes and how the new loan and hardship options dovetail with current options.
- Hear about the latest issues with determining who is a COVID-Eligible Participant under The CARES Act and how plan recordkeepers are implementing CARES options for Certification.
- Partial plan termination potential in 2020 and how categorizing employee status and compensation is important to consider will all be discussed.
Speaker(s):
- Lisa
Germano,
President and General Counsel,
Actuarial Benefits & Design Company
- Christa
H. Bierma,
Principal,
Ernst & Young LLP
- Karen
M. Field,
J.D.,
Senior Director,
RSM US LLP
- Mark
D. Swedelson,
CPA, QPA,
Vice-President,
Goldberg, Swedelson & Associates Inc.
- Jeffrey
A. Martin,
CPA,
Partner,
Grant Thornton LLP
