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While there is no specific format or technical language that an Investment Policy Statement (IPS) is required to include, there are some categories of content a plan sponsor might considering incorporating into a best practice IPS.
Read our resource on the five categories of materials a plan sponsor should include in their fiduciary file.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in December 2019 and contains provisions that seek to expand access to lifetime income within retirement plans. Review those provisions in our fact sheet.
Generally, we believe there are five areas where recordkeeping vendors have tried to monetize their relationship with retirement plans: proprietary investment management, managed accounts, IRA rollovers, cross-selling retail financial products, and annuitization. In this paper, we take a closer look at each of these five approaches.
In this paper, our investment analysts delve into how Multnomah Group conducts the investment manager due diligence that underlies our actively-managed fund recommendations. We cover how we construct actively-managed investment menus and evaluate investment management teams, philosophy and process, and portfolio construction and risk controls.