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Investment Committee Checklist


Investment committees are the backbone of the retirement plan and participants’ success, both in the fiduciary process and financial wellbeing.


There’s plenty to cover in a committee meeting so help formalize your plan’s foundation with this helpful checklist for an efficient and effective meeting.




WORCESTER 324 Grove Street Second Floor Worcester, MA 01605​

SPRINGFIELD 1350 Main Street 10th Floor, Suite 1008 Springfield, MA 01103​

PHONE: (855) 508-401k

FAX: (508) 519-8426


Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.


This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

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