mickeyd
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Interesting Morningstar article on a document that I have not considered, even though I have long ago created my personal IPS. I have not taken the steps necessary to fiddle around with this idea, but I may tackle it on a rainy day in the future.
How to Create a Retirement Policy StatementWhile your RPS isn't likely to contain as much personally identifying information as a master directory, it's still valuable to protect these documents. Note that our RPS template is designed for users with access to Adobe Acrobat, which enables password-protection. If you are opening this template with Adobe Reader (rather than Acrobat), print the document and write in your answers. Store the document in a safe location, such as a locked file drawer or safe deposit box. Alternatively, customize the document by setting up a file with similar fields in Microsoft Excel or Microsoft Word. Both programs enable password-protection.
No matter what format you use for your RPS, be sure to follow these steps.