ERISA vista
An IPS ‘Sets’ The Standard
Once adopted, the document must be followed.
Fiduciary Fitness
Investing
Data & Research
Practice Management
An IPS Is Not Required
But there’s no good reason for a plan not to have one.
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.
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 plans; this jumped to 67.3% in 2017 and 67% in 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.