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Articles written by IPS AdvisorPro™ founders, Norm Boone, MBA,
CFP® and Linda Lubitz Boone, CFP®, on the topic of Investment Policy Statements:
"Difficult Issues in Developing an Investment Policy Statement." Journal of
Financial Planning. May 2003.
"The Hows and Whys of Investment Policy Statements." Journal of Financial
Planning. November1998.
"Investment Policy Statements Protect Advisers When Markets Go Sour." National
Underwriter. August1996.
"Working with Small Company Retirement Plans." California Broker. May
1992.
"Developing the Investment Policy Statement." Journal of Financial Planning.
April 1992.
"Fiduciary Responsibilities in Retirement Plans." Personal Financial Planning.
May/June 1991.
Other important works on the topic of Procedural Prudence and Fiduciary
Responsibility:
Walter R. Good and Douglas A. Love. Managing Pension Assets: Pension Finance and
Corporate Goals. McGraw Hill Publishing. 1990.
Donald B. Trone, William Albright and William Madden. The Management of
Investment Decisions. Irwin Professional Publishing. 1995.
Russell A. Gauderies and Robert C. Macula, Jr. "Fiduciary Responsibility under
ERISA: Where Does it Begin? Where Does it End?" ALA-ABA Course Materials
Journal.
Arthur M. Sherwood. "The New York Prudent Investor Act: Focus on Tax
Considerations." New York State Bar Journal. November 1994.
Lynn Hopewell. "Common Mistakes of Fiduciaries Responsible for Investments, The
Monitor Group." The Journal of Investing. Winter 1994.
Investment Policy Guidebook for Corporate Pension Plan Trustees. Special
Committee of the International Foundation of Employee Benefit Plans IFEBP.
1990.
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