The Impact of COVID-19 on Your 403(b) Plan

U.S. OMNI will discuss 403(b)/457(b) regulation changes resulting from the CARES Act, SECURE Act, and 403(b) Hardship Changes. Important action items needed to maintain compliance with IRS regulation will be discussed.

Learning Objectives

  1. Attendees will learn about the necessary plan document amendment updates along with their corresponding deadline(s).
  2. Attendees will understand how to best meet IRS Universal Availability requirements while providing plan education to employees with specific regard to recent regulation changes.
  3. Attendees will understand how recent regulation changes have affected 403(b)/457(b) transactions including distributions, loans, and hardships.