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
Principal
Bridgebay Consulting, LLC
Scott E. Galbreath
Chang Ruthenburg & Long PC
