Retirement plan sponsors aren’t required to have an Investment Policy Statement (IPS) for their plan. However, having a written statement in place can facilitate your organization’s plan meeting federal and state regulations and fulfilling the fiduciary duties of a plan sponsor and/or their committee. However, not all policy statements are created equal, and there are a few topics every IPS should cover. Learn about what should be included in an effective Investment Policy Statement and how a well-crafted IPS can lighten the load of a committee that’s tasked with difficult plan decisions.
The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of qualified plan assets under administration (AUA), as well as the number of plans under advisement.
