Not-for-Profit Investment Policy Statements: Benchmarking Best Practices
Investment Policy Statements dictate how a nonprofit’s investment program operates. How is performance measured? Learning how to benchmark and measure success and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.
Impact of ARPA on Multiemployer Pension Plans
Although not a permanent solution, ARPA includes important relief for eligible multiemployer pension plans and provides plan sponsors with an opportunity to return to a state of solvency that may not have been possible otherwise.
Are You Ready for a Cost-Type Future?
With the potential redirected push for cost-type contracting over fixed-price contracting, there are new compliance issues for government contractors.
The Impact of Inflation on Commercial Real Estate
Commercial real estate is usually known as a hedge against inflation. Is that still the case? There are many variables to consider and investors need to look at the whole picture.
Not-for-Profit Investment Policy Statements: Why They Need Review
Every not-for-profit manages funds, but not every organization has an established and well-documented Investment Policy Statement. Learn how the investment committee can review the IPS and safeguard against unnecessary investment risk.
New Rules for Inherited IRAs
For many years, beneficiaries of inherited IRAs were permitted to withdraw the balances over their life expectancies. Then, the SECURE Act largely eliminated this tax deferral opportunity. Its effective date of December 31, 2019 could be called “The Day the Stretch IRA Died”.
