Stewardship Excellence Guidelines for Endowments and Foundations
The first-ever complete published standard of fiduciary conduct for endowments and foundations, as regulated by the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Uniform Prudent Investor Act (UPIA).
Order the handbook now.

Foundation Community Task Force...
A technical committee has been formed in order to ensure that the Fiduciary Standard for Endowments and Foundations maintains its relevance in the face of the ever changing economic and legal environment.  
Join the technical committee here.

Pension Plan Community Task Force...
The task force has developed steps for complying with the Department of Labor's regulation 408(b)(2), which requires fiduciaries to fully analyze fees charged by pension vendors.
Join the technical committee here.

Retirement plan sponsors and foundations enjoy interaction with their peers on fiduciary issues at IFLC...
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Businesses that provide services to pension plans and charitable foundations get certified and then join IFLC.

• Investment Advisors
• Recordkeepers

IFLC's members include service providers...firms that offer investment advice, investment management, or administration services to pension plans and non-profit foundations.  IFLC's members that are enrolled in our Service Provider Community have been certified by CEFEX or ASPPA.  IFLC endorses both programs.  We are pleased that the members of our Service Provider Community show their commitment to fiduciary support excellence through certification.  They are the best of the best.

      

  The Foundation and Endowment Community

Certified Foundation Fiduciary Specialist™ is a credential that surpasses the demands of UPMIFA.  Get the CFFS™ designation and acquire an integrated skill set that sets you apart from your peers.  It's Internet enabled and self-paced.

IFLC Fiduciary Excellence Awards
Click here for details.

Special Report
"How the Fiduciary Standard Improves UPMIFA Compliance"
Request a free copy.

Why foundations join IFLC

  The Pension Plan Sponsor Community

ERISA Regulation 408(b)(2) requires diligent vendor management by retirement plan sponsors.  The standard for complying with ERISA is now available!
Get the summary here.

Why plan sponsors join IFLC

  The Service Provider Community

Five Star Fiduciary Fitness Ranking™ of Service Providers
See behind the scenes at investment advisory and recordkeeping firms to learn who fiduciaries can trust.  Updates are made regularly.
Learn about the rankings.

Why service providers join IFLC

Target Date Funds From a Fiduciary's Viewpoint

NACUBO Moves Towards Standards

Survey Reveals Growth in Fiduciary Lawsuits

How Best Practices Become Standards

The Department of Labor's View on Training