Fiduciary Investment Advice

How Small- to Medium-sized Nonprofits Can Get the Help They Need to Manage Their Investments
How Small- to Medium-sized Nonprofits Can Get the Help They Need to Manage Their Investments

Not-for-Profit, Wealth Management

How Small- to Medium-sized Nonprofits Can Get the Help They Need to Manage Their Investments

Nonprofit organizations have a fiduciary role in managing investments that are the result of donor gifts. For those with endowment funds, there are laws and regulations outlining fiduciary responsibilities with respect to those funds and how the funds are invested and allocated for expenditure. Large nonprofit organizations with significant investments have the resources to engage large institutional investment managers to assist in managing their investment portfolios.

pb_admin2019-07-24T19:45:31-04:00June 6, 2018|Categories: Not-for-Profit, Wealth Management|Tags: board governance, Brian Windley, Fiduciary Duty, Fiduciary Investment Advice, NFP donations|

The New DOL Fiduciary Rule – What Plan Sponsors Need to Know!
The New DOL Fiduciary Rule – What Plan Sponsors Need to Know!

Business Advisory, Employee Benefit Plans, Tax: Business, Wealth Management

The New DOL Fiduciary Rule – What Plan Sponsors Need to Know!

The U.S. Department of Labor (DOL) published its long awaited and highly controversial final rule on April 6, 2016, which addresses when a person is considered a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA), when providing investment advice to a Plan, its participants and beneficiaries.

pb_admin2019-09-23T14:35:08-04:00October 4, 2016|Categories: Business Advisory, Employee Benefit Plans, Tax: Business, Wealth Management|Tags: DOL Fiduciary Rule, Fiduciary Investment Advice, Neena Shukla|