Jodi Epstein Moderates DCIIA CARES Act Panel Discussion

IPB partner Jodi Epstein moderated a panel discussion entitled, "Managing through the Crisis:  Evaluating Distribution and Loan Provisions under the CARES Act" hosted by the Defined Contribution Institutional Investment Association on Friday, May 8. Industry advisors covered topics including:

• Distribution and loan provisions under the CARES Act
• Plan sponsor and participant considerations and pros/cons for various options
• Long-term impact of distributions and loans on achieving retirement goals

See selected slides from the presentation here.