Talent, Reward and 403(b) Plan Priorities for Endowments & Foundations

  • RECORDED: 22 June 2017

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  • Overview

    For over a decade, Mercer has conducted an annual survey of compensation levels and practices for investment management positions representing 960 incumbents and 81 private foundations and educational endowments.

    During this webcast, we will highlight the most recent survey findings on salary increases and incentive plan design practices, including incentive opportunities (risk/reward leverage), performance measures and their weighting, performance measurement and mandatory deferrals. We’ll speak to trends from both the perspectives of talent/reward and investment consultants.

    In addition, you'll learn about top priorities for 403(b) plan sponsors following the wake of recent litigation.

    Lastly, we’ll discuss broader cross-industry trends in rewards, performance management and career pathing.


  • Why attend

    Attendees will benefit from a one-of-a-kind presentation that brings together depth of research and consulting experience in the private foundations and educational endowments sector. We’ll review investment management incentive plan design and performance measurement, along with broader cross-industry trends in key areas of rewards and talent management.


  • Who should attend

    • Independent Directors of Investment or Compensation Committees
    • Human Resources, Compensation, Talent Management and Investment Management professionals at educational endow
  • Speakers

    Susan Lemke, Career Consulting, Louisville


    Anna Orgera,Career Consulting, New York


    Diane Vallerie Improta, Investment Consulting, Norwalk


Webcast details
  • Title: Talent, Reward and 403(b) Plan Priorities for Endowments & Foundations

  • Language: English

Webcast contact
  • For further information regarding this webcast please contact:
  • Mercer webcast team
  • @Mercer webcast team

If you would like to request a copy of the webinar recording, please email Mercer Marketing.