Author Archives: Luka Arnerich

About Luka Arnerich

Consultant

Is your retirement plan stuck in the past?

How well are you preparing your employ­ees for a secure future? Are you actively working to build a retirement-ready workforce, or have you left your plan on autopilot? If you haven’t checked in a while, you may be missing out on important services, trends, and cost efficiencies! Review this checklist to find out where paying a bit of attention can pay off for you and your participants. Read more »

As Good as it Gets

After strong financial market returns in 2017, many endowments and foundations have continued to increase their effective spending rates since 2015. According to the 2017 National Association of College and University Business Officers (NACUBO) annual study, average spending rates among university and college endowments rose in fiscal 2017 to 4.4% from 4.3% in fiscal year 2016. Institutions with endowment assets of more than $1 billion accounted for the largest increase in spending rates with a spending rate of 4.8% (compared with 4.4% in 2016), with smaller endowments rising slightly.

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