Watch the On-Demand Webinar Today
Things are moving quickly and changing by the hour regarding COVID-19. That’s why you need to stay on top of the most critical issues that will – no doubt – affect your business. One of the most important issues to attend to now is the impact on your company’s retirement plans.
In this webinar, our presenters will address the following specific matters that your organization must address today, as well as any other relevant issues that emerge:
- CARES Act relief provisions and impact to retirement plans and employees
- Potential retirement plan solutions to ease business cash flow
- Update of current financial market environment
Your Presenters Are:
- Thomas J. Finnegan, FSPA, FCA | President – Actuarial Division, CBIZ Retirement Plan Services
- Justin Bonestroo, MSPA, EA, CPC, CPFA | Senior Vice President, CBIZ Retirement Plan Services
- Anna Rathbun, CFA, CAIA | Chief Investment Officer, CBIZ Investment Advisory Services
CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, investment management, third party administration, actuarial and other retirement plan services. Investments, investment advisory and investment management services offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services. Investment advisory and investment management services may also be offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.
Investment management services to individuals, corporations, trusts and defined benefit plans offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. Investment management services to governmental and/or municipal defined benefit plans, 457 plans and related individuals provided by CBIZ Investment Advisory Services, LLC, dba CBIZ InR.