Browsing Tag
Investment Policy Statement (IPS)
2 posts
7 Steps to a Well-Constructed Investment Policy Statement
Although the ERISA doesn’t necessarily require an investment policy statement, the law does make it clear in Section…
March 18, 2019
7 Items in Every 401(k) Plan’s Investment Policy Statement
Do your clients’ 401k plans have updated Investment Policy Statement (IPS)? Although not required by law, the IPS…
June 27, 2017