Layoffs and Your 401(k): What You Need to Know

COVID-19 has led to layoffs for millions, with more to come. Understand the impact of layoffs on your 401(k).

Join Our Webinar

COVID-19 has impacted the economic outlook for all of us. We’ll help you understand the impact of layoffs on your 401(k), both the risks and the opportunities, so you can advise employees and identify risks you need to raise with your executive team. We’ll also help you make sure layoffs don’t create headaches come audit time. Join David Ramirez, Chief Investment Officer at ForUsAll, Kimberly Moore, Director of Auditing at Summit CPA Group, and Adam Hale, Co-founder & COO at Summit CPA Group, April 9 at 12 p.m. PDT.

When: April 9th and 12 p.m. PDT 

What you'll learn: 

  • How layoffs can impact your 401(k) 
  • What potential risks your executives need to be aware of 
  • How to advise employees on their options
  • How to avoid audit complications 

More About Our Speakers
David Ramirez

David Ramirez, Chief Investment Officer

With over 20 years of experience working in the financial services industry, David has focused on helping people plan for their retirement and reach their retirement goals. 

 

Kim M (1)

Kimberly Moore, Director of Auditing

As the Director of Auditing at Summit CPA Group, Kim leads a fully-distributed team of 401(k) auditors who complete around 200 audits per year. She is a member of the AICPA, the Indiana CPA Society, and the Institute of Internal Auditors.

 

Adam-headshot

Adam Hale, Partner and CPA

Adam Hale is the Co-Founder and COO of Summit CPA Group, which is a fully-distributed firm providing Virtual CFO Services, 401(k) Audits, and CPA firm coaching. He has 20 years of experience in public accounting.