Not-for-Profit Study Group
The purpose of the Study Group is to discuss the unique challenges and opportunities in the not-for-profit employer markets, including K - 12, higher education, hospital and healthcare, government, the arts and other charitable organizations. The focus includes both multi-provider and single-provider plans, such as 403(b), 457, 401(k), and 401(a) plans. Areas of discussion may include distribution and service models, participant enrollment and education, loans and withdrawals, product development, regulatory compliance, innovation, strategic issues, and marketing.
Target Membership: Representatives responsible for the company's product and/or marketing strategies within various Not-For-Profit employer markets. Product Manager, the Head of NFP product development, marketing directors, or the Head of NFP client services.
Typical Topics Discussed: Not-For-Profit markets include schools, colleges & universities, hospitals & health care organizations, charities, government agencies, and various non-profit or Not-For-Profit companies. Generally includes 403(b) or 457 plans, but may include 401(k) or 401(a) plans. Distribution and service models, participant enrollment and education, loans and withdrawals, product development, regulatory compliance, innovation, strategic issues, and marketing.
Please contact your Member Relations Director for more information.