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CiR will review or draft your investment policy. This document describes the oversight of the plan’s investment strategy. It includes the metrics to be used in selecting, monitoring, and replacing the investments offered by the Plan. This policy also defines the asset classes and investment styles eligible to be offered by the Plan so participants can create diversified portfolios tailored to their individual needs. The procedures and documentation requirements for the prudent management of the Plan’s investment options are also described in the investment policy.
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