AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Loan & Distribution Specialist AimPoint Pension
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What Should a Retirement Plan IPS Contain?
Fiduciary Plan Governance, LLC Mar. 17, 2016
"In addition to the overall goals and objectives for the plan, your [investment policy statement (IPS)] should define your investment philosophy in at least general terms.... A clear chain of command and responsibility should to be established.... Your IPS should clearly describe how your investment strategy and plan are constructed.... Your IPS should describe the review standards you will use in sufficient detail that someone totally unfamiliar with you can understand how you approached the job.... Your IPS should lay out clear procedures for removal and reinvestment of plan options."
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