When the money just sits there
When the Joint Forum of Financial Market Regulators released its final version of the Capital Accumulation Plan (CAP) Guidelines, it recommended that a plan sponsor establish a policy outlining what happens when plan members do not provide investment instructions for their group retirement funds. What happens is that, without those instructions, an individual’s funds reside […]
- April 25, 2013 September 13, 2019
- 10:38