The Investment Policy Pack
This complete packet can be used to help a plan sponsor document their plan’s investment selection and monitoring criteria, develop an IPS, monitor investments agains the criteria in the IPS. It includes a checklist to help keep the IPS updated (use during annual reviews to identify any changes that might impact the IPS.)
Includes a Cover the following:
- Investment Policy Guide for Plan Sponsors
- Plan Policy Input Worksheet (gather data to put in IPS)
- Sample IPS
- Investment Review Checklist (for documenting if any investments failed to meet the IPS criteria and the call to action on those)
- Investment Policy Review Checklist (to be used at annually to identify if IPS needs updated)