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July 9, 2015

Please join us for this free seminar where you will receive timely information on pertinent not-for-profit topics and practical guidance in these areas - all while networking with colleagues and enjoying breakfast on us.

Executive Compensation in Tax Exempt Organizations: 

A Not-For-Profit Guide to Navigating Intermediate Sanctions

Government agencies have stepped up their intermediate sanctions enforcement efforts and the IRS has assessed millions of dollars in fines to not-for-profit executives and board members as a result of its Executive Compensation Compliance Initiative. Ed Rataj, Managing Director of Compensation Consulting at CBIZ, will discuss what intermediate sanctions are, the new Form 990 questions pertaining to efforts made to fulfill the rebuttable presumption standard, who among your executives and board members are subject to intermediate sanctions and how to protect your organization.

Selecting the Best Retirement Plan for My Organization: 

403(b) vs. 401(k)

Pattie Stahm, Senior Relationship Manager of Retirement Plan Services at CBIZ, will discuss the subtle yet distinct differences between 403(b) and 401(k) plans. She will talk about specific differences required by regulations and how participant demographics and organization objectives can impact the decision on which plan to sponsor.

This seminar is free and qualifies for 2 CPE credits.

To register, please click here.


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