For Financial Professionals in the US

Time for an IPS Refresh: Incorporating Emerging Trends into Your Plan Design

Matt Sommer, PhD, CFA, CFP®

Matt Sommer, PhD, CFA, CFP®

Head of Specialist Consulting Group

Nov 23, 2021
1 minute read

Hon. Bradford P. Campbell

Faegre Drinker Biddle & Reath LLP

To help plan sponsors better understand how to ensure their investment policy statement (IPS) is clear and current, we spoke with renowned ERISA attorney Hon. Brad Campbell about three areas where well-intentioned but unclear or outdated IPS language can create problems.

Defined Contribution Subscription

Stay informed of the latest defined contribution strategies and gain a deeper understanding of the evolving legal and regulatory environment.

Subscribe now