Retirement Plan Management for Small Business
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Creating a Roadmap
An investment policy statement is a set of guidelines you can use in your decision-making process. Although not specifically required under the law, it is wise for retirement plans to have a roadmap to guide investment choices. The purpose of an investment policy statement is to:

  • Create a written document of the guidelines and standards you will use to select investments options for your plan
  • Provide a basis to periodically evaluate investment performance within your retirement plan

Your qualified professional, third-party administrator or plan provider should be able to assist you when you create and maintain an investment policy statement.

 
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