Managing the trust fund operations

Creating an Investment Policy Statement

Creating an Investment Policy Statement

Creating an Investment Policy Statement (IPS) is an important step for any organization that manages an employee trust...

Selecting a Trustee or Trustees: What You Need to Know

Selecting a Trustee or Trustees: What You Need to Know

When it comes to managing a trust fund, selecting a trustee or trustees is an important decision. The right choice can...

Creating Trust Fund Policies & Procedures

Creating Trust Fund Policies & Procedures

Trust funds are a critical component of any employee benefits package and must be managed carefully and in accordance...