Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Reasons to Have an Investment Policy Statement for Your Retirement Plan
Frost Brown Todd LLC July 22, 2020 "Establishing a well-constructed IPS by the plan's named fiduciary ... requires careful consideration of the plan's investment objectives and how to achieve them.... [An] IPS, if adhered to, can promote consistent plan investment decision making in accordance with objective factors.... [E]stablishing the selection and monitoring criteria involved in plan investments, as well as the applicable time periods for assessing investment performance, also helps to demonstrate the existence of prudent fiduciary processes." |
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