Investment Policy Enhancement

DCAdvisors works with you to author an investment policy statement (IPS) that effectively outlines consistent processes for making sound investment decisions, while providing investment benchmarks.

We bring extensive experience in preparing and updating investment policies, and can provide valuable insight to help ensure that your IPS clearly outlines the plan committee’s investment objectives.

An IPS is the cornerstone of an effective investment array. A well-defined, up-to-date, and established process for following the IPS is a linchpin to monitoring plan investment performance. Further, it can provide risk protection by establishing a philosophy and process for monitoring retirement plan investments.

Once complete, your IPS provides fiduciaries essential guidelines to assist in the selection process for developing your plan’s investment array.