Tuesday, October 6, 2026
11:30 AM – 1:00 PM, (EDT)
Date and Time
Lunch & Lead (October): Retirement Plans for Nonprofits & Small Companies
This 60-minute session is designed for executive directors, board members, and operations leaders evaluating, designing, or maintaining a retirement plan for nonprofit staff or small companies. It condenses plan selection, design, and administration into a single working session, with the employer's decisions and obligations as the throughline.
The session will be broken into the following sections:
• Welcome & framing the stakes
• Part 1: Should we offer a plan, and which one?
• Part 2: The design decisions that matter most
• Part 3: Running the plan day to day
• Closing & questions
Each Lunch & Lead session provides practical guidance and space for discussion so you can lead your team more effectively and with greater confidence. We’ll provide the lunch—you bring the questions.
The session will be broken into the following sections:
• Welcome & framing the stakes
• Part 1: Should we offer a plan, and which one?
• Part 2: The design decisions that matter most
• Part 3: Running the plan day to day
• Closing & questions
Each Lunch & Lead session provides practical guidance and space for discussion so you can lead your team more effectively and with greater confidence. We’ll provide the lunch—you bring the questions.
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