Advisers Giving Back: A Foundation That Spans the World
Since its founding in 2011, the SageView Foundation has raised more than $1.5 million to help meet the health care and education needs of women and children in crisis and to provide community development micro-loans.
Remind 403(b) Plan Clients to File Form 990
Failure to do so could result in their tax-exempt status being revoked, which will affect their ability to offer 403(b) plans.