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

Based on the experience so far, I must say that the level of service that Troy and your firm had provided me with should be held as a best practice reference.

Michal Hubert Mrozek |  Managing Director
Citibank, N.A.