Investment Statements

[Guest KBdeMurgas]

My firm is in the process of creating an investment statement for our 401(k) plan and I have been charged with leading the process. I have a couple of examples from other firms. What resources did you find most helpful when creating your statement? Thank you.

[Guest wtitus]

Have you given thought of working with an investment advisor that could assist with creation of life portfolios for your employees?

I understand that congress was a hair's breadth away from requiring qualified plans to engage the services of an investment advisor to assist the trustee in preparing an investment policy statement.

If you're interested I can provide you a generic template of a 401(k) investment policy. However you would need to tailor to your specific needs.

Contact me via email if you're interested.