Latest Breaking News On - முதலீடு பாலிஸீ அறிக்கை - Page 2 : comparemela.com

To embed, copy and paste the code into your website or blog: First, there was the call for an Investment Policy Statement (IPS). Then advisors were touting the need for an Education Policy Statement (EPS). What next? The problem with these statements is they’re not just creeds, these are hoops that an advisor has set up, that a plan sponsor has to jump through. These are policies that the plan sponsor voluntarily put in place and they have to follow them. The problem is if they don’t, it’s a breach of their fiduciary process. Sometimes, volunteering things isn’t a wise move for plan sponsors, so I ask advisors and other providers to ponder whether these additional statements are worth it.

Rosenbaum law firmAry rosenbaumInvestment policy statementEducation policy statementரோசன்பாம் சட்டம் நிறுவனம்ஆரி ரோசன்பாம்முதலீடு பாலிஸீ அறிக்கை