• Nonprofit Workshop Series

  • The Palo Alto Chamber of Commerce Nonprofit Workshop Series provides a perfect opportunity for local nonprofit leaders to learn from business and nonprofit professionals while exploring relevant resources available through the Chamber of Commerce. Nonprofit staff, board of directors, potential board members, and volunteers are welcome to join our enlightening sessions. Organizations do not need to be members of our Chamber of Commerce to participate.

  • ** This one is in the books! STAY TUNED for the next Nonprofit Workshop **

    Join us for the third Nonprofit (Online) Workshop of the year!

    "Taking a Direct, Active Approach to Retirement Plan Administration"

    About this free webinar event:

    Silicon Valley's dynamic business environment often lures top talent away from nonprofits. In order to attract and retain talent, a well-designed and prudently-managed retirement plan is essential. Organizations that offer a 403(b) are not able to rely on the same ERISA regulations that prevent excessive fee structures. As a result, nonprofit employees earn less while paying more in fees to save for retirement. Unfortunately, many nonprofits that offer a 401(k) are also left in the dark when it comes to benchmarking fees and uncovering red flags within their plan. 

    Join the Palo Alto Chamber of Commerce for an industry insider's take on how your nonprofit can level the 403(b) & 401(k) playing field. William Huston, Director of Institutional Services, along with several local advisors from Bay Street Capital will cover:

    • Compliance & Plan Governance

    • 408(b)2 Fee Disclosures & 5500 Inconsistencies

    • Vendor Search, Selection, & Implementation

    • Active Plan Management

    • Participant Solutions

    Who should attend?

    • Plan sponsors, fiduciaries, and individuals who oversee the 401(k) or 403(b).

    • Open to all nonprofit organizations

    CLICK HERE TO REGISTER

    Co-sponsored by:

     

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