Tag: investment policy statement

Investing 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 plans; this jumped to 67.3% in 2017 and 67% in 2018.

Practice Management 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.