Nonprofit Boards and Alternative Investments
Few are willing to acknowledge that if they cannot understand an investment product, then they won’t buy that product.
Few are willing to acknowledge that if they cannot understand an investment product, then they won’t buy that product.
If fiduciaries at a nonprofit don’t understand how an alternative investment really works, how can they fulfill their duty to protect the interests and contributions of donors?
A continued examination of issues in the world of nonprofits.
Investments in private equity, venture capital, and certain other ‘alternative’ investments
can leave fiduciaries at nonprofits in a vulnerable position.
There are few things more rewarding in professional practice than explaining a certain plan investment concept to a participant and seeing the light bulb go on.
W. Scott Simon PBS’ Frontline broadcast a 1-hour program entitled “The Retirement Gamble” on April 23. Everyone under the sun in the retirement plan
W. Scott Simon “The End of Ethics,” by authors Theodore Roosevelt Malloch and Jordan D. Mamorsky, is a very interesting book and one well
…is not really a secret. Just a few important things that investors must keep in mind.
It’s a mindset of wanting to personally protect investors from unreasonable costs and unnecessary risks.
It appears that the DOL is on a mission to accommodate the business models of interest groups that just don’t want to be fiduciaries.
Recent lawsuit raises questions about a company providing its own products and services to its own employees in its own qualified retirement plans.
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.