Wednesday, July 18, 2012

Plans Sponsored by Governments, Churches and Other Tax Exempt Organizations

Presented at the Western Pension and Benefits Council Conference in Seattle, WA

Providing employees of governments, churches and other tax exempt organizations the best opportunity to save for retirement. This workshop will cover: what qualifies as a governmental plan, church plan, or plan sponsored by a tax exempt organization, respectively; what types of qualified and non-qualified plans can such organizations offer; eligible investments; how such plans differ from qualified plans maintained by for-profit employers; what are the unique challenges of such plans and practical issues involved in maintaining and administering such plans.

Presented by:

Scott Ann Selzer
Polycomp Administrative Services

Mary Ellen Mullen, CFA
Bridgebay Consulting, LLC

Scott E. Galbreath
Chang Ruthenburg & Long PC