investment policy statement Archives

Regulatory & compliance | analysis

Plan Governance

According to our survey analysis, sponsors may really need your help.

ERISA vista

An IPS ‘Sets’ The Standard

Once adopted, the document must be followed.

Fiduciary Fitness

An IPS Is Not Required

But there’s no good reason for a plan not to have one.

The Markets

January 14th, 2019

Retirement Plan Investments Should Be Low-Cost and Not Overlap

These are just a couple of the tips Conrad Siegel offers for retirement plan investment lineups.

Data & Research

January 8th, 2019

403(b) Plan Sponsors Continue to Improve Investment Oversight

Even among 403(b) plans not governed by ERISA, PLANSPONSOR DC Survey results show that in 2016, 54.3% of plan sponsors reported they have an investment committee for their...

In Practice

June 18th, 2018

PSNC 2018: Managing Investment Committees

Plan sponsors are responsible for recruiting those who will be dedicated to continuous learning on ERISA, fiduciary duties, and more.

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