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Performing a regular and independent assessment or “health check” of your retirement plan can ensure your organization’s plan remains properly designed for your employee population and delivering the best possible benefit with the least amount of risk & cost. Davide Villani, leader of AAFCPAs’ specialized Employee Benefit Plan Audit & Consulting Practice, outlines typical improvements recommended by AAFCPAs following a plan assessment, and shares some common plan modifications that may encourage employees to maximize their retirement benefits and proactively save for a timely retirement.
These audio sessions were recorded live at AAFCPAs’ April 25th, 2019 Annual Nonprofit Educational Seminar. Slides may be downloaded by clicking here. >>
Watch the Full Video of this 16:12 Session