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By May 11, 2016November 22nd, 2021No Comments

Tuesday, May 24, 2016 12:00 PM EDT

Nonprofits, like all employers, offer retirement plans, 401(k) or 403(b), to their employees. They must do so in order to compete for the talent they need to achieve their missions. Plus, it’s the right thing to do. But just like most individuals don’t know what kinds of fees their retirement plans charge them, many employers rarely know if they are getting a good plan as well. What does a good employee retirement plan look like – good for the nonprofit and good for the employee? How do organizations shop for the best plans, rate their current plans and find a new one if necessary? How do nonprofits manage their plans as the organization changes and/or grows? What regulatory changes are on the horizon for retirement plans? Join our panel of experts as they provide the latest information on nonprofit retirement plan management.

This live webcast is worth both HRCI and CPE credits.


To register for the live and on-demand versions of this webcast, CLICK HERE.

The on-demand version of this webcast will be available 24 hours after the live session. Attendees that cannot make the May 24th live webcast at 12:00 PM EASTERN should register now and then attend as time allows.

Learning Objectives:

  1. How to gauge the health (administrative/operational) of your organization’s retirement program.
  2. How to gauge your partner’s (vendor’s) performance in relation to your organization’s retirement program.
  3. Learn about the current regulatory landscape in relation to organization sponsored retirement plans.


  • Paul Phan, Regional 401(k) Business Development Director, Mutual of Omaha
  • Debbie Sutton, Senior HR Business Partner, Helios HR
  • Aliya Wong, Executive Director of Retirement Policy, US Chamber of Commerce
  • Ben Wilhelm, Partner, Baker Tilly Virchow Krause, LLP

Co-sponsoring Firm: This program is presented in coordination with Baker Tilly Virchow Krause, LLP.

HRCI credits: 1.00 General HR

CPE Information:

Recommended CPE Credits: 1.2 (60 minutes)
Field of Study: Business Management & Organization
Level: Update
Who Should Attend: nonprofit CFOs, CEOs, executive directors, nonprofit HR professionals
How will Potential Participants be Notified of this Program?: email, social media and internet
Are Prerequisites Required?: No prerequisites are required.
Advanced Preparation: No advanced preparation is necessary.
Delivery Method: Live internet webcast.
How do Attendees Register: Attendees register via an internet form.
Program Fee: No cost to participate

Complaint: For more information regarding administrative policies such as complaint and refund policies, please contact Heather Eggers 608.240.2522.

About Us

CPESponsorlogo501(c) Services in 1982 established the first trust in the country, 501(c) Agencies Trust, to offer a safe way for nonprofits to legally stop paying the state unemployment insurance (SUI) tax while still covering unemployment charges for former employees. Today we administer 501(c) Agencies Trust, as well as the Boy Scouts Unemployment Plan, and an HR Services program for nonprofit organizations.

Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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