GRF News

Workshop: Employee Benefit Plan Best Practices

Sep 23, 2011

Jackie Oneto, CPA, Audit Partner, Employee Benefit Plans, and other industry professionals discuss some timely nonprofit retirement plan topics and the roles and responsibilities of plan administrators.  Some topics include:

  • Nonprofit Retirement Plan Best Practices
  • Automatic Plan Enrollment, Planning Tools and Correction Programs When Mistakes Happen
  • ERISA vs. non-ERISA Plan Differences
  • Roles and Responsibilities of the Plan Sponsor
  • 5500 Experience from the Auditor’s Perspective

We want to commend your firm, especially Amy Boland, on the outstanding service recently provided to the Close Up Foundation during our FY07 audit.

Rick Rockelli |  Chief Operating Officer
Close Up Foundation