Retirement Plan Due Diligence

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Reviewing best practices for Nonprofit Retirement Plans, as well as what organizations should be doing to review their current plan. We will review peer benchmarking data about Nonprofit Retirement Plans, including:

  • Participation Rates
  • Plan Features
  • Vesting Schedules

Presenter: John McAuliffe, Retirement Plan Specialist, Raffa Wealth Management
Meal: Lunch
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 2 hours
Type of Delivery Method: Group-Live
Learning Objectives: Attendants will walk away with knowledge about nonprofit retirement trends and action-ready tools to review their Nonprofits Retirement Plan, and make changes if needed.

Program Level: Basic
Prerequisites: NONE
Advanced Preparation: NONE
Webinar: No

Time and Location


    September 11, 2019


    12:00 PM - 2:00 PM


    Marcum LLP
    1899 L Street, NW, 8th Floor
    Washington, DC 20036