Topic: CARES Act

Articles that detail changes brought on by the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).

Social security card lying on top of a pay stub listing payroll taxes such as Medicare and Social Security – indicating changes to Social Security Benefits due to COVID-19
COVID-19 Pandemic: Impact on Social Security

School of Social Security & Medicare

The COVID-19 pandemic is changing everything, including Social Security. Patricia L. Burris, CFP® discusses these impacts, so you know what to expect.

A paper report with CARES Act – Coronavirus Aid, Relief, and Economic Security Act written on it, with an open ink pen lying on top – indicating Partial Plan Termination Rules were clarified by the CARES Act.
CARES Act Update for Employers: Partial Plan Termination

School of Employer Plans

In our latest CARES Act update, learn about Partial Plan Termination and how it affects companies with vesting schedules.

Red white and blue buttons with stars, stripes, and “CARES Act”. The CARES Act makes important changes to Required Minimum Distributions (RMD’s) for Retirement Accounts.
What the CARES Act means for Required Minimum Distributions (RMD’s)

School of Financial Wellness

The majority of media buzz on the CARES Act has been about fiscal stimulus. However, those nearing retirement should pay attention to RMD modifications for 2020.

A pair of glasses lying on a page that reads “CARES Act” and “Coronavirus” signifying that retirement planners should consider new changes to the CARES Act
How the CARES Act Impacts Retirement Plan Rollover Rules

School of Financial Wellness

Borrowing from a retirement plan is generally viewed as a last resort. But the CARES Act gives some extra leeway for savers in these uncertain times.