Retirement Plan Sponsors Client

Governance Consulting

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)