Retirement Plan Update and Benefits for Nonprofit Organizations

In this session we will have a discussion regarding retirement plan trends and fiduciary best practices. In the wake of the now stalled DOL fiduciary rule, increased IRS/DOL audit activity, and participant lawsuits against plan sponsors involving plan fees and investments, retirement plan management for plan fiduciaries has become increasingly more complex and sophisticated. The fiduciary burden is daunting, but we will present solutions to help you manage these responsibilities and create better retirement plan outcomes for your plan participants.

We will also spend some time discussing Benefit Trends, Cost Containment Strategies, and best practices to attract and retain employees.