March 2016: Retirement Plan options for a Non Profit: What you should consider and the questions that you should ask!

Ann Corey from Angell Pension Group presented about:

– 401(k) versus 403(b) – what are the differences?

– ERISA versus NON ERISA 403(b) Plan…what does that mean?

– Changes to the 403(b) landscape – now a world of compliance and fiduciary responsibilities, and answer your questions about handling your organization’s retirement plans.

Materials from the Presentation:

403(b) Presentation 03302016 403bv401k_2016 Sample Fiduciary Calendar 2016

403b versus 401k

Sample Fiduciary Calendar 2016

February 2014 Meeting

Retirement Plans:  Considerations for Creating, Maintaining, Getting and Staying in Compliance

Richard Cawthorne, President of the Alpha Pension Group, an independent pension consulting firm that manages retirement plans for various organizations, gave a presentation on retirement plan administration best practices and prudent management of retirement plan offerings. Richard is a Registered Investment Advisor and a Certified Retirement Plan Specialist.

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