401(k) Roundtable

Key 401(k) Management Considerations During COVID-19


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This episode is a first in nearly, 200 episodes. We don't have a guest. With as quickly as the financial markets, business conditions and the economy are changing I thought it might be helpful to share some timely information. My commentary is derived from a recent webinar I hosted and covers a brief update on the financial markets, ideas to communicate with employees, process to suspend your match, plan administrative questions and fiduciary considerations.

We have also have a second episode this week which I released separately which follows our more traditional path. It features my conversation with Katherine Roy of J.P. Morgan discussing her perspective on their Guide to Retirement report.

Finally, if you like this episode and would like me to do more of them when the times call for it, let me know. Either shoot me an email to [email protected] or leave a comment on LinkedIn. Hope you enjoy!

401(k) Fridays Podcast Overview

Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 175 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

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401(k) RoundtableBy Rick Unser

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