For example, Federal, state, or local government plans and some church plans are not covered. Learn how to Create and better understand a summary of your personal financial picture with Nassau's Retirement Planning Worksheet.Although there is no list of approved investments for retirement plans, there are special rules contained in ERISA that apply to retirement plan investments. Learn more about the investment options available under the Plan online and in the Investment Option Summary. Information and eligibility criteria for the retirement program options available to SUNY employees. 9, 2023, Nassau will no longer accept new applications for Nassau Personal Retirement Choice. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan. Look up nonprofits and identify prospects with Candid's GuideStar. Enter organization name or keyword. Search.