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.
Summit Retirement Partners, LLC
209 West Chatham Street
Apex, NC 27502
Ryan Verdery, AIF®
Meredith Barbour, QKA, PPC®
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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