Senior Specialist 401k Recordkeeping T Bank N.A.
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Pollard & Associates
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Defined Contribution Account Manager Nova 401(k) Associates
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Planners and Administrators (RPA)
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Fringe Benefit Group
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Greenline Wealth Management
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Solutions Specialists
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Great Lakes Pension Associates, Inc.
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New York City District Council of Carpenters Benefit Funds
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Do You Understand Your Investment Policy Statement?
Verrill Dana LLP July 30, 2021 "Even the most thorough and detailed IPS will be of limited utility unless the plan fiduciaries who are adopting the IPS can understand the document.... For that reason, an IPS should: [1] provide meaningful guidelines that committee members can apply in fulfilling their duties; and [2] be written a way that an intelligent and engaged committee member can understand and implement." |
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