Retirement Plans for Nonprofits: What All Plan Sponsors Need to Know



Date: May 28, 2015

Time: 8:00–10:00 a.m.

Location: Nixon Peabody LLP, 437 Madison Avenue, 24th Floor, New York, NY 10022

Contact: Kristen Kennedy
kmkennedy@nixonpeabody.com
617-345-6169

Tax-exempt organizations and their employees can enjoy many advantages with respect to their retirement plans. They are also subject to risk and liability from both a legal and accounting perspective. On May 28, join us for an informative breakfast briefing where we’ll bring together the collective knowledge of Friedman LLP, Nixon Peabody LLP and Sentinel Benefits & Financial Group to navigate the current issues all nonprofit retirement plan sponsors should be aware of. In particular, we will discuss:

  • The advantages a nonprofit plan sponsor enjoys over a for-profit sponsor when managing fiduciary risk
  • The practices every nonprofit plan sponsor should follow to reduce and minimize their risk of liability
  • Audit requirements of retirement plans
  • Common errors found during audits of retirement plans
  • How to decipher the true total cost of your investment and record keeper providers
  • How to determine if these costs are reasonable
  • Best practices of nonprofit investment committees and plan committees

Our Speakers

  • Amish Mehta, CPA and Partner,  Friedman LLP
  • Eric Paley, Partner, Nixon Peabody LLP
  • Alan Pfeffer, Senior Vice President, Sentinel Benefits & Financial Group

Schedule

8:00 a.m. Breakfast
8:30–10:00 a.m. Briefing

Continuing Education

This course is eligible for 1.5 CLE, CPE and HRCI credits. See details here.

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