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Who Signs Investment Policy Statement?


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Guest Ms. Kate
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Our 401(k) Plan transitioned to a new provider a year and half ago. We did not update our IPS at that time. I am recommending that we update it now using the prototype document provided by the current independent advisor attached to the Plan. Our CFO wants to know who should sign the IPS. We have an Investment Policy Committee composed of the President of the company (who is also the Plan's Trustee), the CFO, the VP HR and myself (Benefits Manager). Should all sign? Just the Trustee?

Thanks for your guidance.

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