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WEBINAR: Retirement Plans and How the CARES Act Impacts Employers and Their Employees' 401k Plans
On Friday, May 8th, at 1pm, Bradley Troy, CFP AIF, an advisor specialist in retirement plans from First Financial Group will review the nuances of the Act related to your retirement plan and your employees.
Bradley will review:
• Coronavirus-Related Distributions (CRDs)
• New Plan Loan Provisions
• Loans versus CRD's and potential ramifications
• Partial Plan Terminations
• Suspending Safe Harbor matching, requirements and impact
REGISTER HERE:
https://us02web.zoom.us/webinar/register/WN_-zTnMXgNQ_aTJqT3wxJSOg
About our Speaker:
Bradley Troy, CFP® CAP® CLU® ChFC®AIF®Wealth Management Advisor @First Financial GroupA core member of the Business Strategies Group, Mr. Troy joined First Financial Group in 1992 and built a financial planning practice with a focus on retirement plans for Maryland based businesses. In 2017, Mr. Troy became a Practice Leader for First Fiduciary Consulting, FFG’s 3(21) co- fiduciary consulting firm. Mr. Troy is a 3(21) co-fiduciary advisor on 65 retirement plan clients throughout the Mid-Atlantic United States. His clients include banks, medical practices, hospitals, construction firms, accounting firms, hedgefunds, REIT’s, and a long list of diverse businesses. Mr. Troy completed his undergraduate studies at Loyola University in Maryland in 1989, where he majored in Finance. “Today’s retirement plan marketplace has evolved into a select few advisors actually delivering the services for which they are contracted. Trustees duties are clear. Plans must be run for the exclusive benefit of participants, with full disclosure, conflict free and well documented!Date and Time
Friday May 8, 2020
1:00 PM - 2:00 PM EDTFriday, May 8, 2020
1:00 - 2:00 PM ESTLocation
ONLINE WEBINAR
Register here:
https://us02web.zoom.us/webinar/register/WN_-zTnMXgNQ_aTJqT3wxJSOgFees/Admission
Free
Contact Information
Alicia Field Events & Programs Director 703-707-9045
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