Fiduciary fund oversight
Independent, documented fiduciary management of your reserves, excess dues, operating assets, and 457 plans. We generate the board-ready documentation that demonstrates proper oversight and reduces liability on elected leadership.
Reserve & cash strategy
Idle cash loses purchasing power to inflation every year. We structure your reserves to grow or hold value while maintaining the liquidity needed for operations, legal defense, and contract negotiations.
VEBA analysis
A Voluntary Employees' Beneficiary Association can provide significant tax advantages for member healthcare in retirement. We evaluate whether a VEBA makes sense for your organization and how to structure it properly.
Member financial education
Retirement readiness trainings, pension and 457 education, and financial wellness programming delivered to your members at no cost to the association. A tangible member benefit requiring no budget allocation.
