Tag: Investment Policy Statement

Hear about the experiences of plan sponsors that have been through IRS and DOL audits.

While participation in 401(k) plans dropped in 2022, 403(b) plans saw increased participation rates, according to the Plan Sponsor Council...

The Board, or its designee, will review the investment performance of each investment option and underlying investment fund at least...

Besides following ERISA rules and frequent fee benchmarking, there are several non-intuitive processes plan sponsors should know, according to a...

Among other things, the consulting firm says investment committees should have stated goals, and retirement plan investment lineups should meet...

Two retirement industry professionals reviewed best practices for investment committee members.