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Checklists for Investment Policy Statements
Strategic Benefit Services 
July 31, 2014
"Get started on your IPS by gathering all of your plan documents (trust documents, summary plan descriptions, written minutes, current vendor service agreements, investment performance reports, enrollment reports, participant educational material, procedural manuals and Form 5500) ... After you have reviewed your plan documents, you are ready to write your IPS.... It is not enough for you to simply write an IPS. You must also follow it, communicate it and review it. An ignored IPS is evidence that you are not managing or using the plan the way it was intended."
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