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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 are a smaller client for Gelman, Rosenberg and Freedman, but they take our business seriously and never fail to make us feel important."
Marcia Zier | Vice President
Interactive Drama, Inc.