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