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In the state of California, nonprofit employees and their employers have choices to make when it comes to retirement plans. Employers must decide between offering a 401(k), 403(b)/457(b) or other type of plan, and employees have qualification questions and investment decisions to make based on their plan options.
At Fourth Point Wealth, we have nonprofit retirement experience helping California employers and employees understand IRS rules and state law. Some of the most common questions we receive are below, and we’ll answer yours, too.
Do nonprofit organizations have to offer a retirement plan?
Can a nonprofit provide a 401(k) plan?
Could a SEP IRA be offered by a nonprofit?
Is Profit Sharing offered as a benefit at nonprofit organizations?
What are the different types of retirement plans available to nonprofit employees?
What is ERISA, and are nonprofits exempt from ERISA?
Do you have questions about nonprofit retirement in California? Call (949) 662-8090 or schedule a meeting today.