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Oct 2019 Nonprofit Roundtable “Retirement Plan Options”

Oct 23 @ 2:30 pm - 4:00 pm

Graphic showing a bar graph of increasing retirement plan savings

Wednesday, October 23, 2019
2:30 – 4:00 p.m.
Cost: Complimentary

In-Person Presentation @ Jones & Roth Eugene office
Live Screencast @ Jones & Roth Hillsboro & Bend offices
Space is limited, so register early!

 

 

Join us for this complimentary Nonprofit Roundtable, where we will present a comprehensive review of employee retirement plan choices for your organization. Whether you are setting up a new plan or wondering if your existing plan is right for your group, this roundtable will provide you with the information needed to take the next step. 

Two key members of the Jones & Roth Retirement Plan Services Team, Mark Reynolds, CPA, and Cheryl Opperman, QPA, will review the different types of plans (401k, 403b, 457, SIMPLE IRA, etc.), setup options, eligibility and contribution rules, and other important retirement plan considerations for nonprofits of all sizes. 

In addition, we will have an overview discussion of OregonSaves and how this may or may not be a requirement for your organization. Mark and Cheryl will allow plenty of time for your retirement plan questions. 

Our roundtable format provides a presentation followed by discussion and feedback. It’s an excellent way to learn with and from colleagues with similar interests.

Learning Objectives:

  • Identify the various employee retirement plan options for nonprofits
  • Understand the setup options and eligibility/contribution rules for various types of plans
  • Analyze the OregonSaves program and determine whether or not it applies to your organization 


Who should attend?

  • Executive Directors
  • Chief Financial Officers
  • Controllers
  • Financial Directors / Managers
  • Board Members

Registration Options:

 

Questions?
Please call us at 541-687-2320 or info@jrcpa.com if you have any questions.

Presented by:

Mark Reynolds, CPA
Partner/Shareholder
Mark is a Shareholder and the leader of the Retirement Plan Services team. Mark works with small to medium size retirement plans, focusing on optimal plan design, to ensure Plan Sponsors are able to maximize benefits for both the Plan Sponsor and the participants. His team provides Third Party Administration (TPA) services and compliance for small and medium group retirement plans.

 

 

 

 

Cheryl Opperman, QPA
Senior Manager, Jones & Roth CPAs & Business Advisors
Cheryl is a leader on the Jones & Roth Retirement Plan Services team. She has over 25 years experience providing retirement plan administration, compliance, and advisory services. She holds the Qualified Pension Administrator (QPA) credential, which was created by ASPPA to recognize professionals who are qualified to perform the technical and administrative functions of qualified plan administration. QPAs assist employers, actuaries, and consultants in performing functions such as determination of eligibility benefits, computation of benefits, plan recordkeeping, trust accounting and disclosure, and compliance requirements.

 

 

 

Hosted by:

Photo of Kari Young, Nonprofit CPA & Advisor

Kari Young, CPA
Senior Manager, Jones & Roth CPAs & Business Advisors
Kari is a Senior Manager and leader on the Nonprofit team. She holds expert knowledge in the areas of audits, reviews, and federal single audits; consulting services, including internal control review; and informational return preparation services.

 

Details

Date:
Oct 23
Time:
2:30 pm - 4:00 pm
Event Categories:
,

Organizer

Jones & Roth CPAs & Business Advisors
Phone:
541-687-2320
Website:
jrcpa.com