Reporting to the Board

When a Board has delegated responsibility, they must periodically monitor the committee to ensure they are meeting their fiduciary duties as it relates to the plan. This is typically completed by having the committee present annually to the Board. 

This reporting to the board training documents walks through what a committee needs to know about reporting to the board. This usually includes a summary of all administrative and investment activities of the plan(s) and such other information that the committee or Board deem advisable. 

To download a copy of this L3 training material, please fill out the form.