By Nick Frigerio, Vice President and Manager, Planning Applications Nonprofit organizations play a major role in the areas they serve, and it is important for them to be sustainable within their community. To remain healthy and functioning, nonprofits...
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans Retirement plans for nonprofit and tax-exempt entities can often look very different than the retirement programs used by corporate employers, such as 401(k) plans. This can...
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans For the initial blog of our series this month on nonprofit entities, we’ll look at the Healthcare marketplace. Healthcare groups have encountered some turbulent times recently,...
By Nick Frigerio, Planning and Research Associate, Associate Vice President Nonprofits have a core mission at the forefront of everything they do for the communities they serve. They have a unique responsibility to invest funds provided by donors that...