2021 Best Practices Conference: Managing Your Investment and Retirement Plan Committees
Experts discussed whether plan sponsors should have one or two committees, who should be on the committee(s) and the best...
Tag: retirement plan committees
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Governance Basics Every Plan Sponsor Should Know
Mindy Zatto and Leslie Olds, with Strategic Benefits Advisors, discuss retirement plan committee structure and the importance of focusing on...
A Checklist for Retirement Plan Committees
Experts discuss what main facets of a retirement plan that a committee should cover in its quarterly meetings.
The Value of Having a Retirement Plan Committee Charter
While not required by ERISA, attorneys say a committee charter is a best practice that can help a plan run...
Advisers Can Spearhead Retirement Plan Committee Setup and Training
Plan sponsors can trust advisers to help with committee decisions and training and expect input from ERISA attorneys.
Elements of Retirement Plan Committee Education
There are several elements to include for new retirement plan committee members, but ongoing education is also important.
PSNC 2019: Best Practices for Your Retirement Plan Committee
Attendees of the 2019 PLANSPONSOR National Conference heard suggestions for the composition of retirement plan committees, what should be discussed...