Our Defined Contribution in Review is designed to help CEOs, CFOs, treasurers, human resource and benefits professionals and investment committees stay abreast of recent events that could have an impact on plans or plan participants.

Join retirement and wealth strategies expert, Matt Sommer, as he recaps this quarter’s edition and reviews the latest trends and developments in the DC marketplace from the past 90 days.

Key topics from this quarter’s edition:

  • Companies get creative to engage participants and help with student loan debt

  • Participants and plan sponsors feel the effects of COVID-19 in their plans

  • HEROES and SAVERS Acts focus on retirement relief

  • IRS issues several extensions and clarifications related to the CARES Act

  • Several lawsuits filed highlight CITs, cyber theft and COVID-19

Eligible for one hour of continuing education credit for the following designations: CIMA, CPWA, CRPC, CRPS, CRC, C(k)P, AIF, CFPA, CFP, CPA, PHR, SPHR, GRPH, SHRM-SCP, CEBS.