Nonprofit Resources


Webcast for Nonprofits: Retirement Plans Safe Harbor – Am I Safe?

A retirement plan may have an option to be a safe harbor plan. This terminology leaves many employees and employers confused about what exactly they are safe from. This free one-hour webcast provides an explanation of safe harbor provisions and a description of nondiscrimination testing.

Learning Objectives:

  • Define safe harbor provisions
  • Describe nondiscrimination testing

Thursday, January 25
1 p.m. EST
Instructors: Emily Toler and Patricia Willhite


This webcast has already occurred. 

Download the handout >

Watch the recording >

Please note that CPE credit is not available for recorded webcasts.

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