Program Description

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

Presenters: John McAuliffe and Kate deLacy, Raffa Wealth Management
Meal: Lunch
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 2 hours
Type of Delivery Method: Group-Live
Learning Objectives: Participants 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

Next Steps