Non-Profit ELITE Seminar Presented with Alexander, Aronson, Finning & Co.

Pinnacle’s Greg Lewis, Principal and Retirement Services Senior Consultant, recently discussed timely retirement issues and updates relevant to non-profits as part of Alexander, Aronson, Finning & Co.’s exclusive Non-profit ELITE (Educational Learning & Informational Training for Executives) Seminar that covered:

  • Employment law issues including 1099 vs. employees, visa issues, out-of-state employees
  • Meet the AAF Experts¬†regulatory update – pension, accounting, auditing and tax updates
  • Understanding your fiduciary responsibility for retirement plans
  • Technology issues for non-profits
  • Panel discussion on cost savings, joint collaborations and mergers
  • Governance issues

For more information about retirement services issues facing non-profits, please don’t hesitate to¬†contact us.