Investment Policy Guidebook for Trustees

EAN/UPC/ISBN Code 9780891544852


This useful book reflects current investment philosophies, economic conditions and government rules and regulations. This book has a simple but vital purpose: to provide a framework within which trustees and their professional advisers can develop a written investment policy for the employee benefit plan they serve. Appendixes include sample investment policy statements for defined benefit plans, defined contribution plans, and health and welfare plans. Also included is a checklist of elements for inclusion in an investment policy statement. Eugene B. Burroughs. International Foundation. 341 pages. 2005.