Our trained financial advisors are available to review your current plans and compare them against others in the industry to show you where you stand. No push or pull. We just want to show you what is available and what's best for your association's employees.
Our Community Partners Help Us All Stay On Track
For over twenty years, organizations in the nonprofit community have put their trust in the National Association Executives Forum to provide the best value in employee benefits and life-long financial security education for members of their staff. As an NAEF member, you can participate in the NAEF Master Plan to help your staff prepare for a secure financial future.
We understand the needs and challenges you face finding the right benefits to keep your staff happy. Our investment committee carefully selects products for inclusion in the retirement Master Plan. Low-cost group term-life and disability benefits packages are available to round out your employee coverage. All this is overseen by association professionals just like you.
NAEF works closely with Fidelity's investment analysts to select a balanced portfolio of investment options. Individual participants have choices and the ability to change their investment plan as needed in order to meet their goals.
Retirement plan participants interact frequently with our Third Party Administrator (TPA), Preferred Pension Planning Corp. (PPPC) to make deposits and manage their individual plans. PPPC has a team of highly trained professionals who understand how important benefits programs are to your association and your staff.
Our Unum benefits plans were developed specifically for NAEF members, and our ongoing financial education programs, conducted throughout the country - in-house and on-line - are scheduled to meet your organization's needs.
Our members are all part of the same community
The National Association Executives Forum was created by associations for associations in 2000 to enhance the knowledge and skills of more than 200 organizations and their employees - association staff - by providing education related to management, human resources, communications, health and welfare, and retirement issues. We understand the needs and challenges you face finding the right benefits to keep your staff happy because all of us face them, too.
Together, we leverage the power of associations to get better benefits for you and your staff. Association professionals just like you - CEOs, CFOs, HR directors, finance managers, and other administrative staff tasked with maintaining the best staff and member services - are drawn to the National Association Executives Forum because of the trust and knowledge in our program.
Partnering with the best in the business, Fidelity, Unum, The Haney Company and Preferred Pension Planning Corp., NAEF has a variety of targeted benefits plans specifically attuned to your association's needs. Join the National Association Executives Forum to provide your staff with the benefits and financial education they need to invest in a secure future.
Jill Martineau Cornish, IOM, NAEF Executive Director,1059 Pipestem Pl., Rockville MD 20854; 301.257.8666
The Haney Company, 308 Southwest Dr., Silver Spring MD 20901; Allen, Brian and Scott Haney, 301.593.0600
Kristin Sneed Tocket, 991 US-22, Bridgewater Township NJ 08807 email@example.com 908.575.7575
Khristina Harris, VP, Managing Director, Khristina.Harris@fmr.com 603.721.4234
Unum, Derrick Hines, 973.658.3674; to file a claim or for plan information, contact The Haney Company, 301.593.0600
BenefitMall, Baltimore, 501 Fairmount Ave. #400, Towson MD 21286; Jennifer Sellman, 410.512.3841
Since the coronavirus was declared a pandemic, 14% of Americans — up to 46 million people — said they’ve wiped out their emergency savings, according to a CNBC + Acorns Invest In You Savings Survey, conducted by Survey Monkey.
Another 11% of adults have had to borrow money to cover everyday expenses. The crisis has caused an unprecedented economic and social disruption, leaving millions of Americans out of work or working fewer hours and for less pay.
When broken down by age, older millennials fared the worst: Roughly 26% of those ages 25-34 said they had completely depleted their emergency fund, compared with just 6% of boomers 65 or older, said the survey of over 5,400 adults in August.
The survey echoes other recent findings that suggest many households are now experiencing financial hardship in the face of high unemployment and the economic downturn prompted by Covid-19.
While some Americans say they are saving more than before the crisis, the number of people struggling far outweighs the number who are not, according to a Bankrate report.
About three times as many Americans have less in emergency savings now than before the coronavirus outbreak, that study said.
These extreme circumstances are exactly what emergency savings are designed to guard against, said Greg McBride, Bankrate’s chief financial analyst. “If you need that savings to pay the bills, that’s what it’s there for,” he said.
McBride recommends stashing at least a six-month cushion — or more, especially if you are the sole breadwinner in your family or in business for yourself.
But it may take a while until Americans are in a position again to set such funds aside. “When you are back to work full-time and income has returned to some semblance of normal, then you can rebuild the savings,” McBride said.“You don’t dry off in the middle of a rainstorm,” he said.
JUST FOR NAEF MEMBERS: NAEF members have access to many, excellent financial education resources.
Register today. Or add a placeholder to your calendar as a reminder. Our complete schedule of webinars is available here.
The latest financial news and thoughts on what you can do to make the most of it. Every Tuesday.
Tues., April 20, 2:00-2:20pm ET
Q2 2021: MARKET UPDATE
Discover what is driving the US and global markets as a whole.
Tues., April 27, 4:00-5:00pm ET
A complete schedule of Fidelity webinars is available here:
The NAEF Board/Investment Committee meets quarterly, often on ZOOM and sometimes in Washington DC. Interested in serving on the board? Contact Chairman Ken Doyle, CAE.
NAEF's advisor, The Haney Company, can now benchmark your current retirement plan with others available in the association community. Think you have "the best" for yourself and your association's staff?
We are always happy to help you with your association's benefits needs. We will benchmark your current plan, seek out other options, calculate your benefits needs and work with your HR staff to promote top staff benefits.
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We strive to stay in touch with our members. Have a question about NAEF or our programs, or want to see if we can meet your association's specific needs? Send us a message at info@NAEFnet.org, or give us a call at 301-257-8666. We're always happy to meet new customers!