Navigating Retirement Plan Issues During the COVID-19 Pandemic

June 02, 2020
11:45 AM - 1:00 PM
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In this session, we’ll discuss the markets and the impact of government action to stabilize the economy. We’ll then translate that into action employers can take to adopt provisions of the CARES Act, shore up any fiduciary plan issues and help plan participants navigate their retirement plan decisions.

Top Take Aways

  • Understanding market volatility and how we (plan participants) react to it as investors.
  • What’s in the CARES Act and how to implement the various provisions.
  • What does the future hold post-COVID-19.

 

Speaker: Robert Massa, Managing Director for Qualified Plan Advisors

Robert Massa is the Managing Director for Qualified Plan Advisors in Houston and has more than 25 years of retirement plan experience. His career has been focused on the investment, administration and fiduciary best practice management of retirement plans along with guiding employees to financially successful outcomes.

Rob graduated from the College of New Jersey. He has his CHFC, CEBS, AIF, CFPA and CBC certifications. He is frequently interviewed by leading publications such as U.S. News and World Report, The Motley Fool, TheStreet.com and CFO magazine. He is a recurring speaker at national conferences, including SHRM, PlanSponsor and the Employee Benefit News Expo. In 2016, Rob was named Retirement Adviser of the Year by Employee Benefit Adviser magazine..

Professional Development Credits available by attending this session:

Qualifies for 1 CEBS continuing professional education (CPE) credit    

Requested 1 HR (General)  recertification credit hour toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®)

Request has been made for 1 PDC toward SHRM-CP and SHRM-SCP recertification

Qualifies for 1 ASPPA continuing education (CE) credit