Plan governance can make or break you. ERISA is fair, but rigorous. It doesn’t require successful outcomes; it requires a prudent process. To help you develop the right procedures and maintain proper documentation, we offer procedural and governance services that include:
- Fiduciary training
- Fiduciary checklists
- Investment menu design and review
- Committee meeting support (Complete agenda development or drafting)
- Taking or editing meeting minutes
- Management and oversight of meeting follow-ups and to-do lists (from Committee-approved action items)