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Plan Types

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Endowment

Endowment governing boards generally must address a number of challenges and restrictions as set out by the gift documentation and UMPMIFA. Ensuring compliance with these rules and regulations

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Foundation

Foundation governing boards generally must address a number of challenges and restrictions as set out by internal and external policies. Ensuring compliance with these rules and regulations

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Defined Benefit

Overseeing and investing defined benefit plan assets can be challenging. Fiduciaries must comply with ERISA, set and track investment policies and monitor compliance across both internal

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Defined Contribution

Overseeing and managing defined contribution plans can be challenging. Fiduciaries must comply with ERISA, set and track investment policies and monitor compliance across both internal

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