Pension 101: Retirement Plans

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Date and Time

Location

Location

Nonprofit Coordinating Committee of New York

135 West 36th Street

15th Floor

New York, NY 10018

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Event description

Description

This workshop will cover the basics of retirement plans: how they work, their importance for employees, the different types of plans, and what to consider in designing a plan. It will also include information for those who administer ERISA plans or want to learn more about them. Topics will include the day-to-day administration of such plans, filing requirements and plan design.

Key Takeaways:

  • Which type of plan will work best at your organization
  • Understand the difference between retirement plans
  • Understand responsiblities of offering a plan

The workshop presenter is Mark Rubinstein, PresidenUlnvestment Advisor Representative at lncline Pension Consulting

Area of Excellence: Financial Management

Level: No prior knowledge (101 level): Attendees will not need significant prior knowledge of the subject area.


Please Note: This meeting is limited to current NPCC nonprofit members only, and may be limited to ONE person per organization due to space constraints. If your organization is not a current nonprofit member of NPCC, you can visit http://www.npccny.org/membership/how-to-join/ for more information on joining NPCC.



Registration is required. Please be advised that by registering for this event, unless we hear from you otherwise, we will include you as part of our regular mailing list. By enrolling for this event, you hereby: (1) give consent for NPCC or any third parties to use your photograph or image in its print, online and video publications; (2) release NPCC, its employees and any outside third parties from all liabilities or claims that you might assert in connection with the above-described uses; and (3) waive any right to inspect, approve or receive compensation for any materials or communications, including photographs, videotapes, website images or written materials, incorporating photos/images of you. To revoke this waiver, please email Education and Training Manager, Joseph Taylor, at jtaylor@npccny.org.

Date and Time

Location

Nonprofit Coordinating Committee of New York

135 West 36th Street

15th Floor

New York, NY 10018

View Map

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