In this video, Retirement Plans Manager Cory Cuffley reviews key considerations for nonprofit retirement plans, including:
- A comparison of 401(k) and 403(b) options,
- Updates on SECURE 2.0 Act provisions, and
- Insights on upcoming Cycle 2 and Cycle 4 Plan Document Restatements.
This segment was part of our annual Building Stronger Nonprofits Through Better Financial Management webinar on June 3, 2025.
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