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Investment Committee Checklist

Investment Committee Checklist

| February 20, 2023
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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.

Download the Guide


MATTHEW C. MONROE, AIF®, CRPS®

MANAGING PARTNER

290 Elwood Davis Road, Suite 220

Liverpool, NY 13088

mmonroe@irpny.com

(315) 431-2888

www.irpny.com

 

Securities Offered Through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Retirement & Benefit Partners of Central New York, a separate entity from LPL Financial.

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.

©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent.

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