PS Considerations for Today’s Defined Contribution Plans

Pentegra

The investment policy statement (IPS) is not a static document. Changes in the macroeconomic, inflationary, and regulatory environments call for an ongoing reevaluation of any IPS and prudent plan officials seek to incorporate these changes on a timely basis. In this course, we review the history and purpose of an IPS in DC plans. Then we’ll look at some changing trends, regulations and market conditions that might impact traditional IPS language. Then we will dive deeper in to some potential IPS gaps and problems plan committees can address with timely IPS amendments and updates. Lastly, we will explore managed accounts and their unique evaluation and monitoring challenges within the IPS.

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