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Retirement Plan Best Practices: Plan Governance (PDF)
Arnerich Massena
Nov. 8, 2016 12 pages. "In this paper, [the authors] look at overall plan governance, answering questions such as: [1] What documents should you have? [2] What is an optimal structure for your committee and who should be on it? [3] What type of decision-making process should you implement? [4] How often does the committee need to meet and what should be on the agenda? [5] How can you monitor service providers? Additionally, ... a fiduciary checklist [is included] at the end of the paper so that you can check your committee practices against fiduciary best practices as they pertain to plan governance." MORE >> |
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