- ryanverdery
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.
Download the Checklist
Summit Retirement Partners, LLC
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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