Family Success Stories

A retirement community had two pooled accounts that needed to be managed consistently. The Board, focused heavily on the community’s mission, lacked time and clarity to address their investment structure and policy.

We carefully reviewed the organization’s Investment Policy Statement (IPS), evaluated the portfolio structure, and calculated spending rates and projected outcomes. Our goal was to provide clarity while staying aligned with their mission.

Ahead of the Board’s quarterly meeting, we collaborated with the administration to refine recommendations. During the meeting, we presented findings, addressed questions, and implemented a plan to transfer assets into a streamlined structure.

Today, we meet monthly with the administration and quarterly with the Board, ensuring oversight and confidence. Accountants and administrators now rely on Servus360 for real-time updates and secure document sharing—freeing them to stay focused on their mission.

A nonprofit with six different 403(b) providers faced challenges with inconsistent service, administrative complexity, and limited employee education. The human resources department sought to simplify and improve the plan for both staff and leadership.

We conducted a full analysis of all six providers—examining fees, investment options, services, and potential penalties for moving accounts. We then compared alternatives in the marketplace to identify better, more efficient solutions.

After several weeks of careful review, we presented the options to leadership. Working alongside the administration, we streamlined the number of providers and implemented a consistent, organization-wide education plan for employees.

The nonprofit now has a simplified retirement plan structure that reduces administrative burden and improves consistency for employees. Servus continues to monitor the plan with the administration, ensuring investments remain aligned with organizational goals and employee needs.