Meeting minutes capture the discussion and decisions of the investment committee. Several sets of meeting minutes help weave together the story of the actions the committee has taken related to their retirement plan. Our resource walk through what plan sponsors should know about this documentation.
A toolkit for plan sponsors to help understand what default investment options are available and why target date funds are the most popular.
A toolkit for plan sponsors to better understand how to conduct a successful recordkeeping RFP.
A review of the DOL's 8 guidelines for target date funds.
A dive into the history of QDIA and which type of QDIA might work best for your retirement plan.
Read our in-depth look at target date fund glidepath ranges.
Planning to conduct a recordkeeping vendor search? Here are the steps to follow for a best practice search.
Eight review categories for plan sponsors to consider when conducting a recordkeeping RFP.
When properly drafted and followed, an Investment Policy Statement (IPS) can be a valuable tool to assist plan fiduciaries in managing and mitigating investment-related risk. Read our quick review guide to learn what material you should and should not include in your IPS.
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While there is no specific format or technical language that an Investment Policy Statement (IPS) is required to include, there are some categories of content a plan sponsor might considering incorporating into a best practice IPS.
Read our resource on the five categories of materials a plan sponsor should include in their fiduciary file.