Home for the Fiduciary Community
IFLC is a not for profit community that develops fiduciary standards and advocates their use by pension plans, charitable foundations, and businesses that provide services to them. IFLC offers a way for members to interact with their peersto increase their competency as fiduciariesand to build confidence in the methods they use to prudently manage investment decisions they make about other people's money. |
- learn more about IFLC |
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| IFLC Announcements |
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.
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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.
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| Sign Up |
Retirement plan sponsors and foundations enjoy interaction with their peers on fiduciary issues at IFLC...
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| Service Providers |
Businesses that provide services to pension plans and charitable foundations get certified and then join IFLC.
- Investment Advisors
- Recordkeepers
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| The Best of the Best |
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.
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| Community News |
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.
2012 National Foundation
Fiduciary Conference
Guiding the Path to Stewardship Excellence
IFLC Fiduciary Excellence Awards
See the list of award recipients.
Hear the recorded event.
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
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| Quick Links |
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
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Lookup rankings for investment advisors, money managers, and third party administrators.
| JOIN IFLC |
Pension Plans
Foundations
Private Trusts
Service Providers
Fiduciary
Service Providers
Non-fiduciary
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| EVENTS |
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| NEWSLETTER |
Insights is a quarterly electronic newsletter that identifies issues of importance to IFLC and how its members can capitalize on their status.
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is neither affiliated with the authors of this page nor responsible
for its contents. This is a safe-cache copy of the original web site.
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