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Committee Governance

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.

Governance Services:

  • Investment Policy Statement
  • Investment Committee Structure
  • Committee Charter
  • Conflict of Interest Policy
  • Committee Effectiveness Evaluation
  • Documentation Assistance