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Sample Investment Policy Statement for a 401k Plan. Only about half of all defined contribution plan sponsors have a written investment policy statement, according to studies by PSCA, Hewitt Associates and BARRA Rogers Casey.
The Animation Guild's 401(k) Plan Investment Policy Statement is an example of a statement that's available online.
Here are some of the basics of an IPS for a 401(k) plan to consider in drafting or revising an IPS for your plan sponsor clients. Executive summary and introduction. The executive summary should list information like the name of the plan, the type of plan such as defined contribution 401(k), whether the participants direct their investments as ...
The purpose of this Investment Policy Statement (IPS) is to assist the Investment Committee (Committee) in effectively supervising, monitoring and evaluating the management of the Retirement Plan (Plan). The Committee has the authority to oversee the investment of the Plan's assets.
An investment policy statement (IPS) is a strategic document used by financial advisors to outline guidelines that can help launch and manage a client's investment program.
ABC Company, Inc. (the “Company”) sponsors the ABC Company 401(k) Plan (the “Plan”) for the benefit of its employees. The Plan is intended to provide eligible employees with a source of retirement income through a combination of accumulated employee and employer contributions and investment returns. The Plan is a tax-qualified ...
Sample: Statement of Investment Policy The purpose of the Plan is to provide eligible employees with long-term accumulation of retirement savings through employee contributions and, if applicable, employer contributions, as well as earnings.
This is the investment policy statement for [Insert name] 401(K) plan. The [Insert name] Plan (the “Plan”) is governed by the laws of [insert state] and under ERISA. The Plan was established for the benefit of its participants.
We've created an investment policy statement template you can use to document your strategy, but you can also customize your own in a Word document. If you're investing for multiple goals...
The Animation Guild’s 401(k) Plan Investment Policy Statement is an example of a statement that’s available online. Also, the Profit Sharing/401(k) Council of America offers a model investment policy statement and white paper (although site registration is required).