Institutions & Non-Profits
Helping to Preserve a Cherished Legacy
Hefren-Tillotson has a long history of guiding foundations, endowments, pension funds and other institutional clients to financial success. Together, we will:
Take the first step for your financial future.
Meet with a Hefren-Tillotson advisor to design an investment plan that fits your needs and achieves your goals.
See to it that no donor goes untapped.
Offer your employees the retirement plans they’re looking for to satisfy their own personal retirement goals.
Review and update your retirement plans to ensure goals and timelines are aligned correctly
Ensure that you meet your requirements under the Employee Retirement Income Security Act of 1974 (ERISA) through ongoing reviews.