Don’t Overlook Your Investment Policy Statement
Important considerations for Plan Administrators
“Your defined contribution (DC) plan clients have an investment policy statement (IPS), whether they realize it or not. Those with formal policies probably have a written document; others have an unwritten, and probably unrecognized, policy based merely on the investments their plan offers. Given the investment policy’s potential importance, especially if participants ever pursue litigation against the plan, it makes sense to take control of it, make it intentional, put it in writing and review it periodically.”
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Getting Formal with an Investment Policy Statement
Contact us for a free analysis of your current plan. We’ll help you review your current plan to see if we can reduce costs, provide more support, and improve the investment options in your retirement plan.