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.
J. Timothy Corle CPC, CPFA, CFP®
Tycor Benefit Administrators, Inc.
850 Cassatt Road, Suite 310
Berwyn, PA 19312
Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Tycor Benefit Administrators, Inc. or any entity referenced herein. Click here to view Form CRS
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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