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CARES Act

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COVID-19 Resources Page
Visit our COVID-19 Resources for Employers for up-to-date information, including: CARES Act Q&A Fiduciary Q&A CARES Act webinars ...
CARES Act FAQ
The Coronavirus, Aid, Relief and Economic Security (CARES) Act enacted on March 27, 2020 includes several key provisions that may positively benefit your retirement plan participants.  Please note that the changes now allowed due to the CARES ...
Coronavirus-related Distribution (CRD) Request
Eligibility The CARES Act requires that the participant must be affected by the coronavirus pandemic to request a coronavirus-related distribution (CRD). To be eligible for a CRD, the participant, their spouse or dependent must have either been dia...
Coronavirus-related Loan Request
Eligibility The CARES Act requires that the participant must be affected by the coronavirus pandemic to request a coronavirus-related loan. To be eligible for a coronavirus-related loan, the participant, their spouse or dependent must have either b...
CARES Act Loan Repayment Deferment
The CARES Act allows for qualified individuals to defer repayment of their retirement plan loan(s) through the end of the year. To be considered a "qualified individual", the participant, their spouse or dependent must have either been dia...