Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

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2018 Study On Nonprofit Investing (SONI) Results for Retirement Plans

​Now in its sixth consecutive year, the SONI Results & Analysis Presentation helps nonprofits answer:
• How do other nonprofits invest their reserves?
• Are our investment policies “normal”? and
• Is our investment performance in-line with similar organizations?
 
Specifically, the presentation will cover the following:
• How do nonprofits approach retirement saving for their staff?
• How much do nonprofits match for employee contributions?
• How much are nonprofits paying their retirement plan provider – and what should they expect?

Raffa Wealth Management
John McAuliffe, Operations Associate
10/25/2018 9:00 AM EST
10/25/2018 11:00 AM EST
Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
Breakfast
Specialized Knowledge
2
Group-Live
The 2018 SONI Results & Analysis Presentation will provide participants (mostly senior nonprofit finance executives) with peer benchmarking data that will provide them with the tools they need to make better informed decisions about their investments.
Intermediate
None
None
No
​"The speaker was able to impart the technical topic in an easily understood manner for those non-tech people attending. He responded to questions well, and helped people understand both the issues and solutions."

Raffa Learning Community Attendee