See More: Publications

Publications

Nonprofit Retirement Plans: What You Must Know

Download This Publication

Employee Benefit Plan Specialist Jackie Cardello partnered with ERISA attorney Dan Brandenburg of Saul Ewing LLP and Dewayne Wilson and Linda de Ridder of United Retirement Plan Consultants, a third party administrator of employee retirement plans, to address concerns related to nonprofit retirement plans.

Ms. Cardello reviewed which retirement plans require audits, different Form 5500 filing requirements, common plan compliance issues, full-scope versus Department of Labor limited-scope audits, special considerations for first-time audits and employers’ responsibilities.

We were looking for a new employee benefit plan auditor and our CFO, John Ring, selected Jackie Cardello with Gelman, Rosenberg & Freedman, and we are very happy with the choice.

Arlene Campbell |  Assistant Controller
Paralyzed Veterans of America