Graphic showing a bar graph of increasing retirement plan savings

Nonprofit Roundtable “Retirement Plan Options”

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Our next Nonprofit Roundtable “Retirement Plan Options” will provide 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. 

The Jones & Roth Nonprofit Roundtable series is specifically for Executive Directors, Chief Financial Officers, Controllers, Financial Directors / Managers, and Board Members of nonprofit organizations.

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