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Workshop Training or Seminar

Retirement Plans for Nonprofit Organizations

Jones & Roth CPAs & Business Advisors 432 West 11th Avenue

About this event

The Nonprofit Team at Jones & Roth will be hosting a Positive Impact Roundtable on Thursday, April 24 from 3:30PM – 5:00PM and again on Friday, April 25 from 7:30AM – 9:00AM in Eugene at the offices of Jones & Roth.

Our topic is Retirement Plan Options for Nonprofit Organizations. Evan Dickens, a senior manager with our Retirement Plan Services Team, will provide an overview of the available retirement plan options for nonprofits of all sizes. Covered topics include an overview of 401(k), 403(b), 457 and SIMPLE IRA plans; employer contribution requirements; minimum and maximum eligibility requirements; the five most common plan issues to avoid; and how to know if your plan will need an audit.