CARES Act Retirement Plan Provisions

Please find below a 5-minute video by SRP’s Consulting team discussing CARES Act and the impact to retirement plans. Please note these provisions are optional and that clients should reach out to their SRP Managing Director or Plan Consultant to discuss the impacts of the provisions on their plans.

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.