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

This was my first time working with auditors and I was bracing for a tough audit and tax experience, but Jim Larson and his engagement team were very patient, kind and accommodating in breaking down their complex questions into layperson’s terms I could understand.

Carol |  Binstock
The Quixote Center