For the second year in a row, the Study On Nonprofit Investing (SONI) included a dedicated section about Nonprofit’s Retirement Plans.
This presentation will review:
- Retirement Plan offered by Nonprofits
- Plan Features (including matching percentages, vesting schedules and more)
- Fees included in Retirement Plans and who pays them
Presenters: Dennis Gogarty, President, Raffa Wealth Management
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 2 hours
Type of Delivery Met hod: Group-Live
Learning Objectives: The SONI Retirement Report seeks to provide actionable peer date about retirement plans in the Nonprofit community.
Program Level: Basic
Advanced preparation: NONE.