BSSS Webinar: Your 401K and the CARES Act - What you need to know
Date and Time
Thursday Apr 23, 2020
10:30 AM - 11:30 AM CDT
Location
Webinar shall take place on Zoom.
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The Chamber shall record this event.
Description
Webinar Summary:
The Coronavirus Aid, Relief and Economic Security (CARES) Act is the third round of federal government support in the wake of the coronavirus crisis and associated economic fallout.
The CARES Act provides further support to both individuals and businesses, including changes to retirement plan distribution and tax policy for individuals impacted by or who experience financial consequences as a result of COVID-19.
Experience Level: Intro
Fee:$0.00
Presenter
Nathan White, CPFA, AIF® Chief Financial Officer & Director of Retirement Plans.
Nathan is a financial consultant with extensive experience advising group retirement plans. He has earned the Certified Plan Fiduciary Advisor (CPFA) and the Accredited Investment Fiduciary (AIF®) designations, a testament to his professional commitment to servicing the plan sponsor community. As a principal at Midwestern Securities Trading Company, LLC (MSTC), he provides 3(38) services to the several Multiple-Employer Plans.
He currently has 7 professional licenses, including the Series 27 (Financial Operations Principal). He also has a degree in Economics with a concentration in Spanish from Knox College in Galesburg, Ill. In addition to Chief Financial Officer and Director of Retirement Services, Nathan wears many other hats at MSTC.
