Plans in Times of COVID-19: Our FAQs

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We've been deluged with questions dealing with the issues retirement plans face in today's tough economy. Is a layoff/furlough a separation? Can I distribute? Does it trigger a due on termination loan provision? Is this operating at an economic loss justifying a suspension of safe harbor contributions? Do we have to give a 30-day notice to suspend after SECURE? Do we credit service during the layoff if we’re paying people? Is this a hardship justifying a distribution?

Derrin Watson and Stephen Forbes bring their experience and knowledge to bear in answering the difficult questions practitioners face today.

In addition, if the IRS issues any guidance in the interim, naturally the webcast will cover it.

Please join us for this informative and insightful webinar.

You must access the video portion of the webcast to get CE credit. Merely listening on a call-in line is not sufficient.

Presented by:

• S. Derrin Watson, J.D., APM
• Stephen W. Forbes, J.D., LL.M.

50 minutes (1 hour CE for ERPA / NIPA / ASPPA)

Presentation slides  and supplemental Q&As (with corrections)

More Information, How to Register