401(k)s and 403(b)s (Defined Contribution Plans)

Investment Policy Statement (IPS)

Available from Dover Consulting Group

Product Overview

Investment Policy Statement (IPS)

This document, which defines the account’s goals, objectives, expectations and levels of risk, is an invaluable tool in assisting clients with the prudent selection and continuous monitoring of their investments. Dover Consulting Group will guide clients through the development and maintenance of this critical document.

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