Nicholas Pension Consultants
ERISA Services, Inc.
Nova 401(k) Associates
The Retirement Plan Company (TRPC)/an ABG firm
Creative Pension Consultants, Inc.
Compensation Strategies Group, Ltd.
Atlantic Pension Services Inc
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|An IPS Is About Policy|
Sept. 7, 2015
"One way to think about this is: the [investment policy statement (IPS)] is largely about 'how' and 'why' and not about 'what.' What specific choices you are going to make about what goes into a client's portfolio and what will not be included will inevitably change. You don't want to have change the IPS every time that happens. The IPS should be broader and have longer term applicability."
|Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).|
|An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).|