Sample Investment Policy Statement - Defined Contribution Plan

Sample Investment Policy Statement - Defined Contribution Plan

Sample Investment Policy Statement - Defined Contribution Plan « Investment Due Diligence « Downloads

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Date postedSeptember 21, 2009
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CategoriesInvestment Due Diligence

Description

Sample Investment Policy Statement (IPS) for a Defined Contribution Plan. This is a sample only. Consult legal counsel and other professional advisors prior to implementing an IPS or fiduciary monitoring program.

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Important Disclosure

Dean Piccirillo offers insurance products through HBK Sorce Insurance LLC, investment advisory services are offered through HBK Sorce Advisory LLC. Mr. Piccirillo is not able to transact business in a state that he is not licensed or registered. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPLE. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.