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UID:f2b6ef98-1e5c-438a-81a2-39dd821b5b09
X-WR-CALDESC:Hosted by NDANO\nPresented by Mutual of America\nCost: Free\n
 \nOperating a retirement plan has never been more complicated for nonprofi
 ts.  Jerry Bruzek and Tom Burkhart of Mutual of America will provide an ov
 erview of how to effectively operate a retirement plan and maintain compli
 ance with the increased fiduciary requirements.  They will also address st
 rategies to modernize retirement plans to maximize the outcomes for employ
 ees of the organization.   \n\nTopics include:\n\nâ€¢	Modernization\nïƒ¼	Auto En
 rollment â€“ Whatâ€™s it all about? Is it a good fit?\nïƒ¼	Payroll Integration â€“ 
 Reduce administration and errors.\nïƒ¼	Annual Notices â€“ What needs to be sent
  and when? Whatâ€™s the best way to handle these tasks?\n\nâ€¢	Fiduciary Respon
 sibility\nïƒ¼	Investments â€“ Understand how to reduce agency/board liability.
 \nïnï	Administration â€“ Does the operation of the plan line up with the plan p
 rovisions?  \n\nâ€¢	Plan Design\nïƒ¼	Maximizing Employee Deferrals\nïƒ¼	457(b) â€“ A 
 great tool for nonprofits.\nïƒ¼	Compliance Testing â€“ What is needed and why?
 \n\nâ€¢	Understanding Fees â€“ Getting to the Bottom Line\nïƒ¼	Employer Paid\nïƒ¼	Par
 ticipant Paid\nïƒ¼	Revenue Sharing\nïƒ¼	What does it all mean?\n\nWho Should Att
 end? \nThis session is designed for CEOs\, CFOs\, controllers\, financial 
 managers and directors. \n\nPresenters\nJerry Bruzek\, CRPSÂ® CRPCÂ®\, and T
 om Burkhart CRPCÂ®\, are group account representatives of Mutual of America
 . As salaried representatives\, they are members of a full service team th
 at support NDANO members. They assist their nonprofit clients with all asp
 ects of the 403(b) and 401(k) Plans.
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X-WR-TIMEZONE:America/Chicago
BEGIN:VTIMEZONE
TZID:America/Chicago
BEGIN:STANDARD
TZNAME:CST
DTSTART:20161106T020000
TZOFFSETFROM:-0500
TZOFFSETTO:-0600
RDATE:20171105T020000
RDATE:20181104T020000
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TZNAME:CDT
DTSTART:20170312T020000
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TZOFFSETTO:-0500
RDATE:20180311T020000
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UID:fa77dba0-4d4a-4f0f-9de8-f8e834db9812
DTSTAMP:20260909T014209Z
DESCRIPTION:Hosted by NDANO\nPresented by Mutual of America\nCost: Free\n\n
 Operating a retirement plan has never been more complicated for nonprofits
 .  Jerry Bruzek and Tom Burkhart of Mutual of America will provide an over
 view of how to effectively operate a retirement plan and maintain complian
 ce with the increased fiduciary requirements.  They will also address stra
 tegies to modernize retirement plans to maximize the outcomes for employee
 s of the organization.   \n\nTopics include:\n\nâ€¢	Modernization\nïƒ¼	Auto Enro
 llment â€“ Whatâ€™s it all about? Is it a good fit?\nïƒ¼	Payroll Integration â€“ Re
 duce administration and errors.\nïƒ¼	Annual Notices â€“ What needs to be sent a
 nd when? Whatâ€™s the best way to handle these tasks?\n\nâ€¢	Fiduciary Responsi
 bility\nïƒ¼	Investments â€“ Understand how to reduce agency/board liability.\nïƒ¼
 	Administration â€“ Does the operation of the plan line up with the plan prov
 isions?  \n\nâ€¢	Plan Design\nïƒ¼	Maximizing Employee Deferrals\nïƒ¼	457(b) â€“ A gre
 at tool for nonprofits.\nïƒ¼	Compliance Testing â€“ What is needed and why?\n\n
 â€¢	Understanding Fees â€“ Getting to the Bottom Line\nïƒ¼	Employer Paid\nïƒ¼	Partici
 pant Paid\nïƒ¼	Revenue Sharing\nïƒ¼	What does it all mean?\n\nWho Should Attend?
  \nThis session is designed for CEOs\, CFOs\, controllers\, financial mana
 gers and directors. \n\nPresenters\nJerry Bruzek\, CRPSÂ® CRPCÂ®\, and Tom B
 urkhart CRPCÂ®\, are group account representatives of Mutual of America. As
  salaried representatives\, they are members of a full service team that s
 upport NDANO members. They assist their nonprofit clients with all aspects
  of the 403(b) and 401(k) Plans.
DTSTART;TZID=America/Chicago:20170614T110000
DTEND;TZID=America/Chicago:20170614T120000
LOCATION:Webinar
SUMMARY:NDANO Webinar: Ensuring Success and Positive Outcomes for Your Nonp
 rofitâ€™s 403(b) or 401(k) Plan
END:VEVENT
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