SONI Study On Nonprofit Investing (SONI) Results for Retirement Plans

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PROGRAM DESCRIPTION

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
Prerequisites: NONE.
Advanced preparation: NONE.
Webinar: NO


Time and Location

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    April 18, 2019

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    12:00 PM - 2:00 PM

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



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