HOT TOPIC FRIDAY: COVID-19: The Impact on Retirement Plans
Learn how the CARES Act impacts both defined benefit and contribution plans, legislative updates, potential options for your organization to minimize effects to your business, and important considerations and actions to take next.
Pete is a vice president at CBIZ Retirement Plan Services and is associated with CBIZ Investment Advisory Services as a financial advisor. He works with plan sponsors to help them meet their organization’s retirement plan goals and manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, as well as not-for-profit organizations. Through CBIZ IAS, Pete provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations. Pete serves clients in both the San Jose and Los Angeles areas.
Pete participates in various charitable events and volunteers his time at his children’s school. He also enjoys celebrating his ethnic heritage and is an active participant in local cultural groups. Pete has been quoted in various articles and publications, speaking on various retirement plan topics.
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One (1.0) CPE credit available. Field of Study: TBA
FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.NASBARegistry.org.