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Retirement Plan Participants Need Reasonable Investment Fees
Bronfman E.L. RothschildLink to more items from this source
Jan. 5, 2015
"Investment fund selection for a retirement plan starts with the creation of an Investment Policy Statement (IPS).... The IPS is designed to guide the sponsor's retirement plan committee and financial services provider in decision making on investment options for the plan and on the performance evaluation of those investments over time. An IPS adds a layer of protection for plan sponsors.... The Fee Policy Statement focuses on absolute transparency of all plan fees and how they are paid."

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