An Investment Policy Statement (IPS) is a legally binding document that outlines the objectives, guidelines, and parameters for an investor's portfolio and should be reviewed and updated regularly.
This legal template outlines the investment policy for a defined contribution plan under USA law, providing guidelines and directions for managing and investing the plan's assets. It sets forth the rules and objectives to be followed while making investment decisions for the plan.
This legal template likely pertains to a notice that employers need to provide to their employees regarding the Qualified Default Investment Alternative (QDIA) under United States law. The QDIA refers to the investment option chosen by employers for retirement plans in case employees fail to make their own investment choices. The template likely outlines the necessary information that should be included in this notice.
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