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.
209 West Chatham Street
Apex, NC 27502
summit-retirement.com
Ryan Verdery, AIF®
(919) 674-0595
Meredith Barbour, QKA, PPC®
(984) 229-1031
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.
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