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Use the 401(k) Investment Policy Statement as a plan sponsor training tool – Carosa
By Christopher CarosaIt's not required, but it's a great way to nudge plan sponsors in the right direction of better understanding.
Get 401(k) and 403(b) news, best practices, and the latest rules and regulations advisors need to know. Analysis from seasoned financial journalists helps you avoid problems and interpret government regulations, as well as keep your plan sponsor clients informed.
It's not required, but it's a great way to nudge plan sponsors in the right direction of better understanding.