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- The investment policy is the backbone of the investment process. It outlines the procedures which must be followed in the selection, monitoring and removal of investment options. .
- A well written Investment Policy for a defined contribution plan includes the following:
- A statement regarding the plans intention to comply with section 404(c) of ERISA
- A description of the investment committee, who makes it up, when they meet and what their responsibilities are
- A description of the asset classes to be included in the plan
- A description of the process for selecting and monitoring funds.
- The policy must be executed and then lived by.
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