Guest KBdeMurgas Posted June 11, 2002 Posted June 11, 2002 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 Posted June 19, 2002 Posted June 19, 2002 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.
Recommended Posts
Archived
This topic is now archived and is closed to further replies.