Investment Policy Statement for Defined Contribution Plan | Practical Law

Investment Policy Statement for Defined Contribution Plan | Practical Law

A model policy that a defined contribution plan fiduciary can adopt to help ensure that plan investments are made according to the fiduciary duty requirements of the Employee Retirement Income Security Act of 1974 (ERISA). This Standard Document has integrated notes and important explanations and drafting tips.

Investment Policy Statement for Defined Contribution Plan

Practical Law Standard Document 9-503-1624 (Approx. 17 pages)

Investment Policy Statement for Defined Contribution Plan

by Howard Pianko, Seyfarth Shaw LLP with Practical Law Employee Benefits & Executive Compensation
MaintainedUSA (National/Federal)
A model policy that a defined contribution plan fiduciary can adopt to help ensure that plan investments are made according to the fiduciary duty requirements of the Employee Retirement Income Security Act of 1974 (ERISA). This Standard Document has integrated notes and important explanations and drafting tips.