A written Investment Policy Statement (IPS) is a key component in assisting fiduciaries in discharging their responsibilities in compliance with ERISA. MidAtlantic assists in the development of a formal, written IPS that serves as a critical safeguard against litigation.

MidAtlantic ensures that your policy will include the following items required by ERISA:

  • Objectives, guidelines and investment strategy
  • Appropriate asset classes
  • Investment selection, monitoring, and replacement guidelines
  • Plan control procedures