When was the last time you bench marked your retirement plan?

 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.

Working together to build long-term financial health.

Trusted source for your association staff's financial welfare and security


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.

NAEF is comprised of organizations just like yours; we understand your 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.

NAEF Industry and community trends Blog

Together, we leverage the power of associations to get better benefits for your staff. Join the National Association Executives Forum - provide your staff with the education they need to invest in a financially secure future. 

Resources and reference

Already an NAEF member? Need help with your benefits plan? Try these contacts first:

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

Preferred Pension Planning Corp.

Kristin Sneed Tocket,  991 US-22, Bridgewater Township NJ 08807 908.575.7575

Fidelity Investments, 

Peter Mahoney, 617.563.3722

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

Morse now president of Fidelity Management Trust

David Morse, a 20-year Fidelity veteran, has been named president of Fidelity Management Trust Company. He succeeds Anne Ames, who is now Head of Human Resources for Fidelity’s Enterprise Technology and Global Services group.

Morse has held many leadership roles since joining Fidelity in 1996. Currently Head of Fidelity Workplace Investing’s Strategy and Planning Group and Head of Fidelity Corporate Actions Solutions, a role he will retain, he previously was Fidelity’s Chief Compliance Officer. He also served in a variety of leadership and board positions for companies in the Devonshire Investors portfolio, Fidelity Investments Life Insurance Company, Fidelity’s payroll business, and Fidelity Personal Trust Company. 

These changes will not impact Fidelity's long-term relationship with the National Association Executives Forum.

Financial Education

NAEF members have access to many financial education resources. There is an excellent planning webinar from Fidelity this month. The full schedule of webinars is available here.

1/23/20: Quarter sector update 

An in-depth discussion of the business cycle and sector performance. 3-4 pm ET

Register  » 

A complete schedule of Fidelity webinars is available here.

NAEF Board

The NAEF Board/Investment Committee meets quarterly, usually in Washington DC. Next meeting: March 2020. Interested in serving on the board? Contact Chairman Ken Doyle, CAE. 

The best plan for you

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? 

What's YOUR question?

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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Contact Us

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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!