Overview

401(k) and 403(b) plan fees have been declining dramatically over the past few years. It’s important that you’re aware and take advantage of this trend! We’ll identify the various service providers required to operate a qualified retirement plan and review how each is paid. We’ll also share best practices and peer benchmarks from the annual Study on Nonprofit Investing – Retirement Plans report.

Presenter: Dennis Gogarty and Kim Speese, Raffa Wealth Management
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 1
Type of Delivery Method: Group-Internet
Learning Objectives: Nonprofit and Association leaders will learn the information needed to adequately assess the reasonableness of their organization’s retirement plan service providers.
Program Level: Basic
Prerequisites: NONE
Advanced Preparation: NONE
Webinar: Yes