Tara Mashack-Behney

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RETIREMENT RETIREMENT PLANNING JUN 15, 2016
What advisers and plan sponsors should include in investment policy statements

Avoid being the target of lawsuits by establishing and documenting a prudent process.

YOUR PRACTICE PRACTICE MANAGEMENT APR 18, 2016
How to conduct an annual investment review

It's not enough just to create an investment policy statement; you must follow through on the review procedures it outlines.