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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.


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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