Nonprofit Training & Events
NDANO Webinar: Ensuring Success and Positive Outcomes for Your Nonprofit’s 403(b) or 401(k) Plan
Hosted by NDANO
Presented by Mutual of America
Operating a retirement plan has never been more complicated for nonprofits. Jerry Bruzek and Tom Burkhart of Mutual of America will provide an overview of how to effectively operate a retirement plan and maintain compliance with the increased fiduciary requirements. They will also address strategies to modernize retirement plans to maximize the outcomes for employees of the organization.
Auto Enrollment – What’s it all about? Is it a good fit?
Payroll Integration – Reduce administration and errors.
Annual Notices – What needs to be sent and when? What’s the best way to handle these tasks?
• Fiduciary Responsibility
Investments – Understand how to reduce agency/board liability.
Administration – Does the operation of the plan line up with the plan provisions?
• Plan Design
Maximizing Employee Deferrals
457(b) – A great tool for nonprofits.
Compliance Testing – What is needed and why?
• Understanding Fees – Getting to the Bottom Line
What does it all mean?
Who Should Attend?
This session is designed for CEOs, CFOs, controllers, financial managers and directors.
Jerry Bruzek, CRPS® CRPC®, and Tom Burkhart CRPC®, are group account representatives of Mutual of America. As salaried representatives, they are members of a full service team that support NDANO members. They assist their nonprofit clients with all aspects of the 403(b) and 401(k) Plans.