Date/Time
March 4, 2026
12:00 pm - 1:00 pm
(Eastern Standard Time)
A Pooled 403(b) Plan For Your Unique Community
Administering a 403(b) plan has become increasingly time-consuming for teams, with growing compliance requirements and limited internal resources. This session explores how the PEP helps TANGO nonprofits streamline day-to-day plan administration, reduce audit and reporting burdens, and modernize legacy 403(b) plans—while preserving a familiar experience for employees.
Key takeaways:
- Simplified administration for distributions, hardships, and contribution limits
- Potential for lower costs to both your organization and your valued employees
- Reduced internal workload through outsourced plan administration and compliance support
- A smoother, more consistent retirement plan experience for employees
- Relief from audit and Form 5500 coordination responsibilities
- Reduced fiduciary liability through professional 3(38) investment management and 3(16) administration
- Elimination of individual plan audit costs through pooled plan design
- Greater cost predictability and governance discipline
Who should attend:
HR decision-makers, CEO’s and CFO’s
Special Guest Speakers:
Brodie Wood
Director of Pooled Employer Plans
PlanPILOT
Rollin Schuster
Founder & President
TANGO
Managing Director
NFP, an Aon Company
Patrick Morrissey
Retirement
NFP, an Aon Company
Location
Webinar