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
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.
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