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