Reference Library

Special Note: If you are looking for the Private Reference Library and already have your UserID/Password, please click here. If you would like to gain access to the Private Resource Library, please complete this short Registration Form.

White Papers
Including Investment Income and Returns in the Budgeting Process: What Lies Beneath

Articles
Avoiding the Tsunami: Practical Ideas for Managing Your School’s Endowment – Featured in the Spring 2009 issue of NBOA’s Net Assets publication

Recent Presentations
6/18/2009 NBOA Summer Institute Program:
Meeting Your Fiduciary Responsibility in Today’s Market

5/14/2009 ASAE Finance and Business Operations Symposium:
Change We Can Prepare For: An Outlook of the New Administration and Financial Implications for Associations

2/24/2009 NBOA Annual Symposium:
Emerging Trends in Endowment Management

1/28/2009 FAR:
Weathering the Perfect Storm:
Emerging Retirement Plan Issues

11/18/2008 GWSCPA Not-for-Profit Symposium:
Managing Alternative Investments

11/14/2008 ASAE Webinar:
Non-Profit Investment Strategies in an Economic Downturn

5/29/2008 ASAE Finance and Business Operations Symposium:
What, Me Worry? Why Your Retirement Plan May Be A Hidden Time Bomb

*To receive a copy of any of the presentations listed above, please e-mail info@orionria.com

Retirement Plan Resources
Fiduciary Checklist For Plan Sponsors
Employee Benefit Research Institute:
What Does Consistent Participation in 401(k) Plans Generate?
Investment Company Institute:
The Economics of Providing 401(k) Plans: Services, Fees, and Expenses
401k.org: Helping individuals learn about saving and investing for retirement

Department of Labor Guidance
Managing Your Fiduciary Responsibility
401(k) Fee Disclosure Tool
A Look At 401(k) Plan Fees

Regulatory Watch
Supreme Court ruling could trigger flood of 401(k) suits
Wal-Mart suit hits 401(k) fees
Law Firm continues probes of fiduciary breaches