Nonprofit Workshop Series #3

In a dynamic business environment like the Silicon Valley where high-wage tech jobs often lure top talent away from nonprofits, NGOs must offer benefits programs that attract qualified employees and motivate retention. Yet it can be difficult to find the time and resources to research, compare and enroll in suitable 401k or 403b programs, then monitor the program for performance, compliance and employee participation.

March 2020 marks the deadline for administrators to review and implement a rolling 6-year cycle to review retirement plan providers.

Join the Palo Alto Chamber of Commerce for an informative workshop with William Huston, Director of Institutional Services at Bay Street Capital, for a discussion about:

• industry trends

• participant solutions

• compliance

• plan design

• how a plan manager can help you

Who should attend?

• Individuals responsible for overseeing organizations' 401 k or 403 b benefit

• Open to Member and Non-member nonprofit organizations of the Palo Alto Chamber of Commerce

ADVANCE REGISTRATION IS REQUIRED. Registration includes a light dinner, beverages and course materials. CLICK HERE TO REGISTER.