
CARES Act
Join CAPTRUST Senior Director of Retirement Services Phyllis Klein for a look at how provisions in the new Coronavirus Aid, Relief, and Economic Security (CARES) Act will expand access to retirement plan assets due to the COVID-19 pandemic. Klein presents a summary of key provisions that affect retirement plan sponsors and participants experiencing a COVID-19-related event, including distribution and participant loan changes.
Author(s)
Legal Notice
This document is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
© 2023 CAPTRUST Financial Advisors