CMAA Webinar


Event Date:

Event Time:
2:00 pm

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Topic:401(k) Retirement Plan "Best Practices" Under COVID-19 and Current Market Volatility
Presenter:Dennis Pearlman, Case Pearlman Retirement Plan Advisors
Date:Monday, April 6
Time:2:00 p.m. Eastern DaylightTime

The advisor to the CMAA National 401(k) Retirement Plan, Dennis Pearlman from Case Pearlman Retirement Plan Advisors, will conduct a follow-up 30-minute presentation providing an investment market update, along with a "best practices" discussion of items to consider during this critical times of evolving legislation and market volatility affecting member-managed club retirement plans. This overview will include a perspective on how the changing regulatory environment is impacting recordkeeper service levels (processing of distributions/plan design) and compliance.

Presentation Agenda:

  • Investment Market Update
  • "Best Practices" Considerations
  • Recordkeeper Perspectives
  • Updated Frequently Asked Questions

Register here. A confirmation email will be sent to you with instructions on how to join the live event. One Association Activity credit will be awarded to attendees who attend the entire webinar.Members and Non-Members are welcome. If you are a Non-Member, simply enter 0000 as a member number during registration.

 

IMPORTANT NOTICE: This WebEx service includes a feature that allows audio and any documents and other materials exchanged or viewed during the session to be recorded. By joining this session, you automatically consent to such recordings. If you do not consent to the recording, discuss your concerns with the meeting host prior to the start of the recording or do not join the session. Please note that any such recordings may be subject to discovery in the event of litigation.