Performance. Participants. Protection.
Organizations that sponsor retirement plans face the dual performance demands of investments and fiduciary laws. Satisfying the expectations of plan participants and complying with federal pension law makes for a demanding mix of skills.
Retirement plan sponsors join IFLC in order to increase their protection by collaborating with peers, getting trained, and learning how to purchase the services that support their plans in compliance with ERISA.read more
Simplify. Safety. Standards.
Endowments and foundations across the U.S. have joined in the effort to simplify compliance with laws that govern the management of investment decisions. The search for exceptional investment returns is exploding like never before. Regulatory pressure from states’ Attorneys General is growing as well.
It’s no surprise that endowment and foundation executives seek safety in the way they manage donors contributions. Executives look to IFLC for standards and training that help them compete more effectively in today’s challenging fund raising conditions.read more
Desire. Devotion. Differentiation.
IFLC is just where you would expect to find investment advisors, money managers, and administration firms that desire recognition for their devotion to excellence in the fiduciary role. Evidence of that is found in the number of our members that have been certified under a CEFEX, ASPPA, or FSMA program.