We will help draft or review your Investment Policy Statement, implement it in coordination with your provider and help make any revisions as needed. We will also review your investment menu and help ensure it is aligned with your plan philosophy, and provide ongoing reporting to monitor its progress.
A crucial aspect is the Qualified Default Investment Alternative or QDIA, which refers to the default investment option within a plan. Our team can conduct an analysis to determine philosophy, analyze options, review the platform and provide ongoing monitoring.
These guidelines were developed based on the 1974 ERISA, MPERS Act and Uniform Prudent Investors Act to provide fiduciaries with a disciplined and documented approach to successfully manage their investment fiduciary responsibilities.