Cultivating Retirement Success: Streamlined Best Practices for Committees
a plan sponsor guide
This guide seeks to describe, in simplified terms, the practices of effective and efficient retirement plan committees. It reflects our firm’s experiential and industry knowledge of how retirement plan committees can be an outstanding vehicle for the successful execution of a plan sponsor’s fiduciary duties.
Our goal with this guide is to provide a roadmap of best practices to remember when creating and operating a retirement plan committee.
What we cover:
- Overview of fiduciary responsibility - Forming a retirement plan committee - Adopting a committee Charter - Documenting decisions, strategies, and actions
Our goal with this guide is to provide a roadmap of best practices to remember when creating and operating a retirement plan committee.