Richard Carey, Consultant, reviews the impact of SECURE 2.0 on defined benefit plans. Watch to learn more about the effects on PBGC variable-rate premium indexing, overpayment correction rules and involuntary cashout limits.
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Tips Tuesday
Ben Van Zoest, Consulting Analyst, provides an insightful overview into some of the key components of a severance package.
Kevin O’Connell, CFA, Senior Consultant, discusses the importance of having a plan in place when it comes to using or drawing from your investment resources.
Steve Spencer provides ten features every effective Investment Policy Statement should contain.
Marycarmen Nevarez, Consultant, provides best practices nonprofit institutions can implement to create a robust governance framework.
Investment Committees have a heavy fiduciary responsibility but can sometimes lack structure to maximize their effectiveness. Guadalupe Gomez discusses best practices to follow when building an effective investment committee.
