Nonprofits

We deliver ERISA-aligned fiduciary oversight services for defined contribution retirement plans, helping nonprofit organizations manage risk and uphold their fiduciary responsibilities.

Our team helps construct diversified investment portfolios by spreading assets across multiple investment categories, balancing potential returns with risk.

Through individualized guidance and relevant financial education, we empower employees to better understand and leverage their workplace benefits—boosting both confidence and financial health.

We evaluate and compare investment-related fees to help ensure your organization’s retirement plan remains competitively priced and appropriately structured.

We offer routine education sessions to keep plan committee members informed on legal responsibilities, market trends, and fiduciary best practices.

We build and oversee age-based investment strategies that automatically adjust risk levels as plan participants move closer to retirement.

Our advisors help curate investment lineups tailored to participant needs, ensuring alignment with your plan’s goals and structure.

We collaborate with clients to draft, refine, and uphold investment policy statements that guide the prudent management of plan assets.

We create investment strategies that aim to match asset performance with future liabilities, particularly for defined benefit and pension plans.

We help identify and evaluate asset managers whose strategies and performance align with the objectives of your investment program.

We assist nonprofits in creating supplemental retirement programs to retain and reward executive leadership beyond traditional benefit limits.

Our outsourced chief investment officer (OCIO) services offer full portfolio management, from strategic allocation to daily oversight of investment selections.

We support organizations looking to transfer pension liabilities through approaches such as lump sum offers or annuity placements.

We provide ongoing, quarterly reporting to help evaluate portfolio and manager performance against industry benchmarks and expectations.

We assess the key features of your retirement plan design and compare them with industry peers to identify opportunities for improvement and increased value.

We offer analysis and guidance around financial instruments that can offset the liabilities associated with nonqualified deferred compensation plans.

We manage the search and evaluation process to help your organization select the most appropriate recordkeeping partner.