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Cultural Institutions’ Investment Policies, Practices and Performance
Groundbreaking Study Reveals Helpful Practices and Guidance to Leaders Introduction In the rapidly evolving financial landscape of cultural institutions where the intersection of mission-driven goals...
View ArticlePooled Employer Plans (PEPs) – Should Employers Dive In?
What are PEPs? The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and the subsequent Securing a Strong Retirement Act of 2022 (SECURE 2.0) established the most meaningful...
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Creating an Effective Investment Policy Statement
A Roadmap for Your Nonprofit’s Future Most experienced nonprofit board and committee members understand the importance of good governance practices. The Investment Policy Statement (IPS) is one of the...
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Effective Spending Policy: A ‘Ways and Means’ to Long-term Goals
“The name of the investment game is not to get rich, but rather to not get poor.” – William J. Bernstein1 The concept of a spending policy is to provide guidance and guardrails when it comes to...
View ArticleAddressing Lost Participants with SECURE 2.0
In 2019 the Department of Labor (DOL) increased their focus to better understand the processes and procedures Plan Sponsors adopted to identify and locate lost or missing participants. Despite the...
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Is Your Plan in Need of a True-Up?
Prudent fiduciaries periodically review their plan document and procedures to ensure their plan is being administered as intended. Would you believe one of the most common mistakes Plan Sponsors make...
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Proactive Leadership: Making Governance a Priority
A robust governance framework may be one of the biggest drivers of long-term outcomes for a nonprofit organization. A defined governance process is a simple yet effective approach to ensure that...
View ArticleThe Evolution of the “Super Saver” Strategy
How to help participants contribute up to $69,0001 per year in their retirement plan and receive attractive tax benefits In an ever-improving retirement plan industry, guided by both regulatory and...
View ArticleInspiring Inclusion on International Women’s Day
“Diversity is being invited to the party; inclusion is being asked to dance.” Verna Myers Today is International Women’s Day and all of us at Fiducient Advisors are honored to celebrate with you....
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Guarding Your Digital Identity: Defending Against AI-Driven Fraud
In January of 2024, a disturbing incident shook the financial world as a Hong Kong bank employee fell victim to deepfake technology, resulting in a fraudulent payout of $25 million.1 This...
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