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New, free CARES Act short course now available

New, free CARES Act short course now available

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LOMA’s new short—15 minutes!—online course The CARES Act and Retirement Security is available for enrollment at no charge.

The Coronavirus Aid, Relief, and Economic Security (CARES) Act includes several provisions that temporarily change the tax guidelines for individual retirement accounts (IRAs) and retirement plans such as 401(k) and 403(b) plans.

How does the CARES Act apply to retirement savings arrangements? What are the potential effects of the Act on retirement security? Taking this course will help learners understand their customers’ challenges in balancing immediate financial needs with longer-term retirement security.

In 15 minutes, this highly interactive online course explains

  • The basic tax advantages and requirements for tax qualified retirement accounts and retirement plans
  • How the CARES Act temporarily changes some of these requirements
  • What the implications for retirement security might be for industry employees and their customers

What Do You Think? and Let’s Review questions within the course aid learners’ understanding of these topics.

The CARES Act and Retirement Security is available free of charge. Enrollment is required.

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Questions?

Posted by Kathy Ryan at 06/12/2020 10:29:26 AM