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Managing Pension and Retirement PlansA Guide for Employers, Administrators, and Other Fiduciaries$
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August Baker, Dennis E. Logue, and Jack S. Rader

Print publication date: 2004

Print ISBN-13: 9780195165906

Published to Oxford Scholarship Online: July 2005

DOI: 10.1093/019516590X.001.0001

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PRINTED FROM OXFORD SCHOLARSHIP ONLINE (www.oxfordscholarship.com). (c) Copyright Oxford University Press, 2020. All Rights Reserved. An individual user may print out a PDF of a single chapter of a monograph in OSO for personal use. date: 26 January 2020

Establishing Pension Investment Policy

Establishing Pension Investment Policy

Chapter:
(p.49) 6 Establishing Pension Investment Policy
Source:
Managing Pension and Retirement Plans
Author(s):

August Baker

Dennis E. Logue

Jack S. Rader

Publisher:
Oxford University Press
DOI:10.1093/019516590X.003.0006

This chapter discusses the key elements of investment policy as they relate to asset pools of pension plans and the goals of funding pension liabilities in a cost-efficient manner for defined benefit plans, and of accumulation of wealth and providing retirement income for defined contribution plans. Pension investment policies should be put in writing to serve as guidelines for prudent decision-making. The most important policy that must be determined is the plan’s (or portfolio’s) tolerance for risk.

Keywords:   pension funds, pension plans, pension investment policy, diversification, investment management, risk

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