Building Your Organization’s Retirement Plan Strategy

In our next webinar, we will discuss strategies and available options of retirement plans for nonprofits. We are pleased to have Geoffrey Schock join us as our presenter.  Geoffrey is a principal at CAPTRUST in Bellevue, who has extensive experience in retirement planning for organizations, including churches and nonprofits. He plans to cover the following topics:

Suitable retirement plan options for nonprofits

• 403(b) – why this is a great fit
• Optimizing your plan of choice
  • The 4 R’s:
    • Recruit
    • Retain
    • Reward
    • Retire
  • Why employers should care
  • What is Success and how is it measured?
  • The Roadmap

Note: CPE credit is available for those who attend the live webinar. CPE codes are to be submitted within 1 week of the presentation.