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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.

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