Compass
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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AimPoint Pension
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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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Does Your Investment Policy Statement Have Gaps?
401kTV Aug. 29, 2017
"Here are some red flags: [1] An [investment policy statement (IPS)] that is designed to protect your advisor or vendor.... [2] An IPS that doesn't have a section on fee review.... [3] An IPS that doesn't discuss QDIA or target date fund review.... [4] An IPS that locks you into decisions."
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