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SUMMARY:Webinar: “Retirement Plan Options for Not-for-Profit Entities”
DESCRIPTION:In this Nonprofit Roundtable we present a comprehensive review of employee retirement plan choices for your organization. \n\n\n\nWhether you are setting up a new plan or wondering if your existing plan is right for your group\, this roundtable will provide you with the information needed to take the next step. \n\n\n\nTwo key members of the Jones & Roth Retirement Plan Services Team\, Mark Reynolds\, CPA\, and Cheryl Opperman\, QPA\, review the different types of plans (401k\, 403b\, SIMPLE IRA\, etc.)\, setup options\, eligibility and contribution rules\, and other important retirement plan considerations for nonprofits of all sizes. \n\n\n\nIn addition\, we discuss SECURE Act 2.0 and how this could affect your organization.  \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify the various employee retirement plan options for nonprofits\n\n\n\nUnderstand the setup options and eligibility/contribution rules for various types of plans\n\n\n\nKey aspects of SECURE Act 2.0 and how it applies to you\n\n\n\n\nWho should watch? \n\n\n\n\nExecutive Directors\n\n\n\nChief Financial Officers\n\n\n\nControllers\n\n\n\nFinancial Directors / Managers\n\n\n\nBoard Members\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nPRESENTERS\n\n\n\nKari Young\, CPAPartner/Shareholder & Nonprofit Team LeaderJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\nKari Young holds expert knowledge in the areas of audits\, reviews\, and federal single audits; consulting services\, including internal control review; and informational return preparation services. Kari is often called on to speak at nonprofit educational conferences and sessions and is recognized as one of the top Nonprofit CPAs in Oregon. \n\n\n\n\n\n\n\nMark Reynolds\, CPAPartner/Shareholder & Retirement Plan Services LeaderJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\nMark is a Shareholder and the leader of the Retirement Plan Services team. He works with small to medium size retirement plans\, focusing on optimal plan design\, to ensure Plan Sponsors are able to maximize benefits for both the Plan Sponsor and the participants. His team provides Third Party Administration (TPA) services and compliance for small and medium group retirement plans. \n\n\n\n\n\n\n\nCheryl Opperman\, QPASenior ManagerJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\nCheryl is a leader on the Jones & Roth Retirement Plan Services team. She over 25 years’ experience providing retirement plan administration\, compliance\, and advisory services. She holds the Qualified Pension Administrator (QPA) credential\, which was created by ASPPA to recognize professionals who are qualified to perform the technical and administrative functions of qualified plan administration. QPAs assist employers\, actuaries\, and consultants in performing functions such as determination of eligibility benefits\, computation of benefits\, plan recordkeeping\, trust accounting and disclosure\, and compliance requirements.
URL:https://www.jrcpa.com/event/webinar-retirement-plan-options-for-not-for-profit-entities/
CATEGORIES:Nonprofit
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