How is your committee structured? Are all of the members aware of their duties and their fiduciary status? We work with you to design a committee structure and charter which outlines the committee’s duties and operating rules. We also provide a method for the committee to evaluate its effectiveness on an annual basis, so we can lead a discussion on ways to continuously improve the committee and ultimately the retirement plan itself.
- Investment Policy Statement
- Investment Committee Structure
- Committee Charter
- Conflict of Interest Policy
- Committee Effectiveness Evaluation
- Documentation Assistance