As news of the novel coronavirus continues to evolve, the ABA Retirement Fund Program (“the Program”) wants to keep you informed and provide you with a number of resources to help you during this time of market volatility and uncertainty.

If participants need to take advantage of the distribution or loan relief offered by the CARES Act, please have them use these forms:

COVID-19 Distribution Request Form

COVID-19 Loan Request Form

Here is a collection of resources from the Program and the Program Partners: Voya Financial, Mercer and TD Ameritrade. 

Plan Administrator Information

Here are some resources specific to plan administrators as they are looking for more information around the CARES Act by plan type and topics impacting their retirement plan.

Webcast: Managing a Retirement Plan During Uncertain Times

This webcast is for plan administrators. It discusses topics around managing a retirement plan during uncertain times.

Webcast: Stay the Course

This webcast is geared to participants. It discusses the market and the importance of staying the course.

Webcast: Retirement Investing in Uncertain Times

This webcast is provided by Mercer, the Program’s investment fiduciary, and discusses retirement investing in uncertain times.

Webcast: Market Update Q&A

This webcast answers some frequently asked questions from Program participants.

Retirement planner reviewing the advantages of the ABA retirement funds.
Articles: COVID-19 and the Market Impact

Here is a collection of articles for you to review. Check back often for updates.

Coronavirus Emergency Loans for Small Businesses

View a small business guide and checklist prepared by the U.S. Chamber of Commerce

Flyer: Program Tools & Resources Guide

This guide provides Program participants with an overview of the various tools and resources offered through the Program.

COVID-19 & CARES Act Links and Resources

Links and resources for small businesses working to navigate these unique times.

Program Investment Fiduciary: Mercer

Visit Mercer’s website to learn more about how Mercer is committed to helping employers respond to these unprecedented challenges.

Plan Sponsor and Participant Services: Voya Financial

A message from Chairman and CEO Rod Martin on COVID-19.

Self-Directed Brokerage Account: TD Ameritrade

TD Ameritrade has resources to support your self-directed brokerage account needs.

Flyer: Personalized Investment Advice Overview

The Program has partnered with Voya Retirement Advisors (VRA) to offer personalized, professional and objective investment advice. View this information to learn more.

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