New York City District Council of Carpenters Benefit Funds
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Pollard & Associates
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Great Lakes Pension Associates, Inc.
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Retirement Solutions Specialists
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Retirement Planners and Administrators (RPA)
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Greenline Wealth Management
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Fringe Benefit Group
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How Often Should an Investment Policy Statement Be Updated?
fi360 Jan. 27, 2015
"Individual clauses can be reviewed and updated on a schedule that corresponds with normal portfolio monitoring procedures.... [T]he IPS should be reviewed in full on an annual basis to review for any outdated information. Once the IPS is sufficiently old, you and the client (or the courts!) might consider it stale and no longer valid.... [E]very IPS ought to be rewritten every 3-5 years, just to remind the client this is an active and important document and because it needs to accurately reflect the client's current thinking and circumstances[.]"
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