Investments
technical skills, investment policy development and reviews,
vendor management and financial wellness.
Video
Attributes of Investment Fiduciaries
Conformance with federal law and best practices requires retirement and pension plan committees to adhere to an investment decision-making process infused with academic training, experience, and formal workflows .
An investment policy statement or IPS is a vital governance document for defined benefit and defined contribution plans. Prudent employers commission an annual audit to ensure conformance to their IPS.
The selection and continuous review of mutual fund share classes is imperative because they can directly impact the plan participants and their investment results.>
This investment strategy prioritizes safeguarding the invested capital over generating high returns, making it a conservative option for investors seeking to minimize the risk of loss.
Would you like to learn more about our 4D Framework for
employee benefit plans?
Video
The Investment Risk Assessment
An annual examination of a pension or retirement plan’s investment decision-making process is a risk management imperative for plan fiduciaries.
Our assessment report is invaluable for governance committees that wish to identify areas of weakness and strengthen their investment oversight practices.
