Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Compass
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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On the Governance of ERISA Investment Committees
Pension Risk Matters Jan. 28, 2016
"Expect more surveillance of ERISA investment committee decisions. A $25+ trillion retirement money pot and regulatory developments are two reasons.... It is a good idea to regularly review the Investment Policy Statement for each plan ... Consider crafting a companion Risk Management Policy Statement or beef up the risk sections in the Investment Policy Statement(s).... Document the process that dictates how new investment committee members are selected, whether they are trained (and by whom) and how they are reviewed, by whom and how often."
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