Our Mission

IFLC's members are non-profits, retirement plans, and service providers who continously seek to improve investment decision making processes for other people's money.

 

Donors to charities rely on the care and competency of endowments and foundations to deploy their donations prudently.

Employers that sponsor retirement plans are stewards of their employees' money, which imposes on employers both a serious moral and legal duty.

Investment advisors, money managers, and administrative recordkeeperes can directly and greatly affect stewardship outcomes.


Announcements

Risk Management Help for Non-profits
The fiduciary standards handbook Stewardship Excellence Guidelines for Endowments and Foundations is here.  Order online.

Training for Non-profits
Certified Foundation Fiduciary Specialist is a credential that surpasses the demands of UPMIFA.  The CFFS training program is Internet enabled and self-paced.  Learn more.

Rankings of Service Providers Updated
IFLC has updated its Fiduciary Fitness Rankings of Service Providers following a review of vendors' fee disclosures made mandatory by ERISA Section 408(b)(2).   Check out your vendors.

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Being a member of IFLC offers comprehensive, timely information and perspectives that you won’t find anywhere else, along with the resources, tools and connections to help your retirement plan, foundation, investment firm, or recordkeeping business flourish in the fiduciary community.
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News

  The Endowment and Foundation Community

>> Viewpoint...Is it ignorance or indifference?

>> Lawsuits focus on fiduciary issues

>> Lackluster returns

>> Naming a board of directors

>> Executives recognized for fiduciary excellence

  The Retirement Plan Community

>> Unqualified advisors can create added liability

>> DOL's new online system offers fiduciary relief

>> Recordkeeping costs must be monitored

>> Amending a plan is not a fiduciary act

  The Service Provider Community

>> Good news for 3(38) investment managers

>> Plaintiff lawyers now targeting RIAs

>> The U.S. fiscal cliff worries advisors

Leadership Programs from IFLC








     
 

Lookup rankings for investment advisors, money managers, and third party administrators.

QUICK LINKS

Blogs:
Foundations
Retirement Plans
Service Providers


Fiduciary Training
Standards for Foundations
ERISA 3(38) Advisors
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