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Junior Restaurant and Lounge
Wed, Apr 30, 2025 at 4:30 PM
Scott will discuss why tax exempt organizations are different when it comes to: the reasons and motivation for adopting a retirement plan; the factors that must be considered; and the types of plans that may be adopted. He will then compare 401(k) plans, 403(b) plans, and 457 plans available to such organizations. Finally, time permitting, he will illustrate the different plans through case studies.
The Capital Forum on Pensions (CFOP) provides an opportunity for Northern California retirement specialists to discuss employee benefits issues with colleagues. The program focuses on exchanging information and educating attendees about current regulatory, legislative, and administrative issues. *Up to 7 hours of CE credit for ASPPA, ERPA, NIPA, MCLE, CPA.