Question
IPS Considerations Check Off Who are the key plan personnel and what are their roles and responsibilities (e.g., fiduciaries, trustees, third-party administrators, investment advisors, investment
IPS Considerations Check Off
Who are the key plan personnel and what are their roles and responsibilities (e.g., fiduciaries, trustees, third-party administrators, investment advisors, investment managers, investment committee, etc.)?
Does the plan intends to conform to ERISA 404(c)?
What is the plans participant education and communication plan?
What selection criteria will the plan use to identify investments, including a qualified default investment alternative?
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Cost Of Capital Applications And Examples
Authors: Shannon P. Pratt, Roger J. Grabowski, Richard A. Brealey
5th Edition
1118555805, 9781118555804
