Learning & Event Calendar

Hosted by NDANO
Presented by Mutual of America
Cost: Free

Operating a retirement plan has never been more complicated for nonprofits. Jerry Bruzek and Tom Burkhart of Mutual of America will provide an overview of how to effectively operate a retirement plan and maintain compliance with the increased fiduciary requirements. They will also address strategies to modernize retirement plans to maximize the outcomes for employees of the organization.

Topics include:

• Modernization
 Auto Enrollment – What’s it all about? Is it a good fit?
 Payroll Integration – Reduce administration and errors.
 Annual Notices – What needs to be sent and when? What’s the best way to handle these tasks?

• Fiduciary Responsibility
 Investments – Understand how to reduce agency/board liability.
 Administration – Does the operation of the plan line up with the plan provisions?

• Plan Design
 Maximizing Employee Deferrals
 457(b) – A great tool for nonprofits.
 Compliance Testing – What is needed and why?

• Understanding Fees – Getting to the Bottom Line
 Employer Paid
 Participant Paid
 Revenue Sharing
 What does it all mean?

Who Should Attend?
This session is designed for CEOs, CFOs, controllers, financial managers and directors.

Presenters
Jerry Bruzek, CRPS® CRPC®, and Tom Burkhart CRPC®, are group account representatives of Mutual of America. As salaried representatives, they are members of a full service team that support NDANO members. They assist their nonprofit clients with all aspects of the 403(b) and 401(k) Plans.