Financially Simple
Ask Justin featuring Jennifer McConnell: The Cares Act and Qualified Plans
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:39:32
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Sinopsis
In episode 258 of Financially Simple, Justin talks to Jennifer McConnell of July Services about amendments to the Cares Act. The Cares Act is a living document, being altered and improved upon as the situation calls for changes to best help those that the Act is meant to help. Justin and Jennifer go over recent changes to the Act and discuss how business owners can best respond to the changes. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________ TIME INDEX: 02:56 - Ask Justin featuring Jennifer McConnell: The Cares Act and Qualified Plans 04:52 - Changes to the Cares Act 07:31 - Time and Cost 08:43 - Employee Sponsored Plans 11:54 - Other Changes 14:07 - Defined Benefits 16:42 - Safe Harbour Matches 18:08 - Standard Adjustments 21:59 - Fees 24:47 - Most Common Areas of Adjustment 26:26 - Justin's Thoughts 35:00 - One Pearl of Wisdom 37:13 - Wrap Up _________________ RESOURCES: Financially Simple Educational Website Financially Simple on Y