Retirement Plan Bootcamp for Nonprofit Organizations
Date and Time
Tuesday Sep 17, 2019
8:00 AM - 9:00 AM EDT
Fees/Admission
Complimentary event, includes breakfast / parking
Contact Information
Please RSVP to Karen by Tuesday, September 10, 2019. Tel. (413) 278-5810 or karen@paladinwealth.com.
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Retirement Plan Bootcamp for Nonprofi...
Description
Retirement Plan Bootcamp
For
Nonprofit Organizations
You are cordially invited to attend a seminar about common concerns with retirement plans sponsored by non-profits. We will focus on these items:
• Fundamentals of Plan Governance
• State of Compliance
• DOL 403(b) Plan Concerns and Audit Issues
• IRS 403(b) Plan Concerns and Audit Issues
Two Dates / Locations for your convenience:
For
Nonprofit Organizations
You are cordially invited to attend a seminar about common concerns with retirement plans sponsored by non-profits. We will focus on these items:
• Fundamentals of Plan Governance
• State of Compliance
• DOL 403(b) Plan Concerns and Audit Issues
• IRS 403(b) Plan Concerns and Audit Issues
Two Dates / Locations for your convenience:
Your hosts:
Alison Donnelly, CRPC®, AIF® Ryan Martin
Financial Advisor Financial Advisor
Guest Speaker: Travis Matthews, QPFC®
Regional Sales Director
OneAmerica Retirement Services
SEATING IS LIMITED
Please RSVP to Karen by Tuesday, September 10, 2019
Tel. (413) 278-5810 or karen@paladinwealth.com
Event sponsored by OneAmerica and Paladin Wealth Advisors
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered though Raymond James Financial Services Advisors, Inc. Paladin Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
P.O. Box 15308, Tower Square, 1500 Main Street, Suite 900 / / Springfield, MA 01115-5308
T 413.278.5810 / / F 413.355.5077 / / www.paladinwealth.com
