How Effective Retirement Planning Benefits Nonprofits & Their Employees (Virtual)
Description
How Effective Retirement Planning Benefits Nonprofits & Their Employees
This workshop is free for Nonprofit Montgomery members and $30 for nonmembers. Registrants will receive a Zoom link prior to the start of the program.
Description:
Helping nonprofit workers build long-term savings despite typically lower salaries is often difficult for organizations. This call will help you understand matching opportunities and tax benefits for both the organization and staff as well as cover other strategies that can help your employees.
Date: Thursday, April 24 11 am to 12 pm
Location: On Zoom
Topics that will be discussed:
- Providing Financial Security for Employees
- Maximizing Employer & Employee Contributions
- Navigating 403(b) vs. 401(k) Plans
- Ensuring Compliance & Fiduciary Responsibility
Speaker:
Bill N. Polizos
Executive Vice President
Financial Advisor