COVID-19 Plan Fiduciary Resources

The COVID-19 pandemic has dramatically and rapidly changed workplaces in ways few organizations had imagined.

In an effort to help you navigate the changes related to your retirement plan benefit, we have created the resource library below.


Material 

How to Access  Intended Audience
IRS Issues Additional Guidance on Retirement Plan Relief Related to COVID-19
Blog Post
Read the blog Employers/Retirement Plan Sponsors/
Retirement Plan Participants
IRS Guidance for Coronavirus-
related Distributions and
Loans under the CARES Act
Blog Post
Read the blog Employers/Retirement Plan Sponsors/
Retirement Plan Participants
4 Considerations Before Taking a CARES Act Coronavirus-related Distribution
Blog Post
Read the blog Employers/Retirement Plan Sponsors/
Retirement Plan Participants
IRS Provides CARES Act Clarity in a Q&A
Blog Post
Read the blog Employers/Retirement Plan Sponsors

Settlor vs. Plan Expenses in the
COVID-19 Era
Blog Post

Read the blog Employers/Retirement Plan Sponsors

Financial Markets Check-in Amid
Coronavirus Market Mayhem
Webinar Recording

Watch recording & download materials Employers/Retirement Plan Sponsors

The Impact of Coronavirus Related Distributions (CRDs) on Retirement Readiness
Blog Post

Read the blog Employers/Retirement Plan Sponsors

CARES Act Frequently Asked Questions
FAQ

Read CARES Act FAQs Employers/Retirement Plan Sponsors

How Does a Reduction-in-Force Impact ERISA Retirement Plans?
Blog Post

Read the blog Employers/Retirement Plan Sponsors

Five Recordkeeping Considerations Related to the CARES Act
Blog Post

Read the blog Employers/Retirement Plan Sponsors

A Review of the CARES Act: Defined Contribution Plan Provisions
Audiocast Recording 

Listen to the recording Employers/Retirement Plan Sponsors

CARES Act - Defined Contribution Retirement Plan Provisions
Fact Sheet

Read the CARES Act Plan Provisions Employers/Retirement Plan Sponsors

Navigating Employee Benefits in an Evolving COVID-19 Pandemic
Audiocast Recording 

Listen to recording Employers/Retirement Plan Sponsors

The Impact of COVID-19 on Your Retirement Plan
Webinar Recording 

Watch webinar recordingDownload materials Retirement Plan Sponsors

Retirement Plan Participants: COVID-19 Impact
Webinar Recording 

Watch webinar recording Employees/Retirement Plan Participants
COVID-19 Emergency Checklist
Fiduciary vs. Settlor Checklist
Download checklist Retirement Plan Sponsors

COVID-19 Retirement Plan Participant Communication Template
Word template with suggested language explaining current market landscape. 

Download template  Employees/Retirement Plan Participants
**Please note, this was originally drafted on 3/13/20. If you would like something more up-to-date, please contact a Multnomah Group consultant.**

COVID-19 Retirement Plan Participant Thoughts on the Market Template
Word template with suggested language explaining current market landscape. 

Download template  Employees/Retirement Plan Participants
**Please note, this was originally drafted on 3/11/20. If you would like something more up-to-date, please contact a Multnomah Group consultant.**