U.S. Supreme Court Holds That Retirement Plan Fiduciaries Have a Continuing Duty to Monitor Investment Options: Lessons for NonprofitsAtlas, Harry
2. What kind of organization should I invest in – nonprofit, social enterprise, fund? 3. What role should I take as an investor – hands-off investor, advisor, board member?Epstein, Marc JYuthas, KristiMeasuring and Improving Social Impacts - A Guide for Nonprofits...
Even if your plan is fully funded and on its way to being terminated, there are many chances for missteps that can cost time and money, if you don’t understand all your options. Steve Malbasa, PartnerManaging Both the Asset and Liability Sides of the Equation Many plan sponsors ...
Investment Solutions for Corporate Clients Nonprofits Nonprofits are focused on executing their mission and need an investment advisor that understands and prioritizes their goals and operates within their risk tolerance guidelines. They are also faced with navigating a variety of investment challenges, inc...
Review the plan’s investment options for additions and deletions. Select a qualified default investment alternative (QDIA) for participants who are automatically enrolled in the plan or fail to make an investment election. Meet with the plan sponsor periodically to ensure consistent operation of the...
An evaluation of options for the ownership and control of water utilities The purpose of this paper is to evaluate various organizational models for the ownership and control of natural monopolies 鈥 specifically the infrastructu... Johnston,Birchall - 《Annals of Public & Cooperative Economics》 ...
Nonprofits pitching donors or social enterprises pitching for funding have a slightly different challenge than other organizations. They need to present a unique solutionandmake an emotional connection to their audience. Aspire’ssimple pitch deck graphics allow investors to grasp their unique business id...
Financial Planning At The Trust Company, we believe the relationship between our clients and our advising teams is at the heart of what we do.… Learn More Investment Management Providing the Best Investment Options to Our Clients Independent. Fee-Only. Fiduciary. As an independent wealth managemen...
including nonprofits, governments, and corporate partners.Excellent communication and influencing skills, with the ability to articulate a compelling vision and engage others in its realization.Entrepreneurial mindset with a bias for action and a willingness to take calculated risks to achieve ambitious goa...
Trust's experience be the guiding light for your corporate financing. We conduct an in depth analysis of the business that is being acquired so we can then leverage the existing assets of the business to structure the right financing for you. More Financing Options for Mergers & Business ...