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Sample 401k Investment Policy Statement
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Many plan sponsors want to know how their 401k plan stacks up to the typical or average plan. This is often the first question asked when attempting to determine whether an effort should be made to upgrade the features and benefits of the plan. To help you answer this question, we have identified some of the common performance characteristics and features offered by many 401k plans and compiled statistics from a variety of sources that will allow you to benchmark your plan. Eligibility 1 How quickly do employers allow new employees to join their 401k plan? Immediate (one month or less) Employee Contribution Levels Pre-tax ...
Even if you have already started investing, a good practice of successful investors is to have an investment policy statement. An investment policy statement is a single document that defines your investment goals and philosophy. Although your situation might be fairly simple right now, as you age, life begins to get a little more complex. Your investment policy statement will act as your compass to your financial plan. It will guide you through the many variables life has in store for you. Below I included a sample, investment policy statement. Even if you have already started investing, ... Read More
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SAMPLE 401K INVESTMENT POLICY STATEMENT
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