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Managing Retirement Plan Litigation Risk: Know Your IPS
Stinson 
Aug. 24, 2025 "A recent case serves as a reminder of the very basic guidance plan sponsors often hear from attorneys and other retirement plan advisors: if you put it in writing that you're going to do something, be sure to do it, and be sure to document that you did it. For retirement plans, this comes up with respect to a plan's investment policy statement or 'IPS'." [Macias v. Sisters of Charity of Leavenworth Health System, No. 23-1496 (D. Colo Jul. 24, 2025)] MORE >> |
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