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Investment review policies...


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Guest RONNIE WASEL
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Does anyone have any experience with working with a plan sponsor to create and "Investment Review Policy" which is intended to help them carry out their fiduciary responsibilities?

It's basically an internal document, which them becomes part of the plan, which lays out a means by which the trustees will examine investment performance, options, etc. to ensure they are performing their duties as trustees.

Thanks,

Ronnie Wasel

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