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Nonprofit Retirement Plans: What You Must Know

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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.

Working with Andreas Alexandrou, and the entire team at Gelman, Rosenberg & Freedman, has been a pleasure from the beginning.  

Dustin Claussen |  Assistant Controller for Audit, Compliance and Special Projects
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