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Is an Asset Allocation Program appropriate for retirement, pension, profit sharing or other tax exempt plans?

April 26, 2017appropriate asset allocation exempt Pension plans profit program retirement sharing tax

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Is an Asset Allocation Program appropriate for retirement, pension, profit sharing or other tax exempt plans?

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Yes. IMA’s risk management investment method is consistent with ERISA’s mandate that fiduciaries should take steps to reduce the risk of loss from investment.