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Kentucky Trust Company
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Farmer & Betts, Inc.
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Plumbers Local Union No. 1 Benefit Funds |
RTD Financial Advisors
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Retirement Plan Documents Specialist Loren D. Stark Company
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Retirement, LLC
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Administrator/Consultant (DC and DB) TPA Professionals |
Employee Benefits and Executive Compensation Associate Attorney Verrill
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Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc.
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EPIC Retirement Plan Services
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Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC
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Pension Rights Center
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Retirement, LLC
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Membership Director: Independent Contractor Retirement Industry Trust Association (RITA)
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EPIC: TPA/DPS
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Retirement Plan Administrator – Senior Associate PBMares
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Retirement Plan Administrator (TPA) Retirement Plan Consultants
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Nicholas Pension Consultants
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Pentegra
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| An IPS Is About Policy fi360  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." |
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