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Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
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3(16) Retirement Plan & Customer Liaison Compass
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MAP Retirement
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DWC - The 401(k) Experts
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Regional Vice President, Sales MAP Retirement
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Retirement Relationship Manager MAP Retirement
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Make the Most of Your Retirement Plan Committee Meetings
PlanPILOT
Sept. 16, 2024 "[E]ffective preparation for plan committee meetings is a multifaceted endeavor, but doing so in a careful and structured manner should enable the committee to cover the many areas of plan administration, functionality, regulation changes, and investment evaluation.... [1] Prepare a structured agenda ... [2] Assign pre-meeting homework to committee members ... [3] Plan meeting topics out a whole year ahead." MORE >> |
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