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Tag "Due Diligence Book"

How Should a 401k Plan Sponsor Construct an Appropriate Investment Policy Statement?

For those who believe an Investment Policy Statement (IPS) for an ERISA retirement plan helps reduce fiduciary liability, here’s a nine step process for creating a strong IPS.

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401k Plan Sponsors: Is Your Investment Policy Statement Still Using Outdated Language?

How old is that 401k Investment Policy Statement? If it hasn’t been updated in a while, chances are it contains language that could get the Plan Sponsor in trouble. Here’s at least one thing you can look for.

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