Webinar replay: Retirement Plan Options for Not for Profit Entities
In our recent Nonprofit Roundtable we present a comprehensive review of employee retirement plan choices for your organization.
Whether 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. Watch the video replay here:
Two 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.
In addition, we will discuss SECURE Act 2.0 and how this could affect your organization.
Learning Objectives:
- Identify the various employee retirement plan options for nonprofits
- Understand the setup options and eligibility/contribution rules for various types of plans
- Key aspects of SECURE Act 2.0 and how it applies to you
Who should watch?
- Executive Directors
- Chief Financial Officers
- Controllers
- Financial Directors / Managers
- Board Members
PRESENTERS
Kari Young, CPA
Partner/Shareholder & Nonprofit Team Leader
Jones & Roth CPAs & Business Advisors
Kari 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.
Mark Reynolds, CPA
Partner/Shareholder & Retirement Plan Services Leader
Jones & Roth CPAs & Business Advisors
Mark 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.
Cheryl Opperman, QPA
Senior Manager
Jones & Roth CPAs & Business Advisors
Cheryl 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.
