Summary

In this era of uncertainty following the COVID-19 outbreak—with volatile market performance, widespread disruption to employment and education, and massive legislation impacting retirement plans and other benefits—there is arguably more need than ever for comprehensive guidance and financial wellness programs. How are retirement investors, especially 401(k) participants, balancing their needs for short-term solvency against long-term financial goals? How can providers adapt and respond to these circumstances? Join Cerulli’s Anastasia Krymkowski, associate director, for timely insights and strategic recommendations on this topic.

This presentation addresses:

• Critical sources of stress for investors and how these factors impact their retirement decisions
  
• Communication methods recordkeepers and other retirement providers are rolling out in response to COVID-19, market volatility, and the broader economic outlook
  
• The CARES Act and the provisions impacting retirement savers, including the temporary waiver of RMDs, increased loan limits, and penalty-free “coronavirus-related distributions” (CRDs)