Retirement Planning for Small Nonprofits

Thinking about offering a retirement plan but unsure where to begin? You’re not alone. Many nonprofits want to support their staff’s long-term financial well-being but feel uncertain about cost, complexity, or administrative burden.

Join Financial Advisor and Pisgah Health Foundation Board Member Dean St. Marie for a practical, plain-language conversation about accessible retirement options, including SIMPLE IRAs and 403(b) plans. We’ll walk through the pros and cons of each, contribution limits, employer responsibilities, startup costs, and clear next steps to help you determine what fits your organization’s size and capacity.

Retirement benefits are more than a perk—they are a powerful tool for retention, equity, and stability in the nonprofit workforce. In rural communities like ours, many nonprofit professionals dedicate their careers to serving others while lacking access to long-term financial security themselves. Offering even a modest retirement plan can help close that gap, reduce burnout-driven turnover, and signal that your organization values sustainability for its people.

Strong organizations are built by people who feel supported not only in their work today, but in their future tomorrow. This session is designed for Executive Directors, board members serving on personnel or finance committees, and staff responsible for HR and benefits who want to explore practical, manageable ways to invest in their teams.

Whether you’re starting from scratch or revisiting an existing plan, you’ll leave with clarity, comparison tools, and a better understanding of what’s possible.

📅 Thursday, April 9 | 10:00–11:30 AM
📍 The Trust Center, 67 W. Main Street, Brevard