Page 46 - IVX Health

Retirement

Plan governance

• 3(38) Advisor engagement
• Establish committee • Committee charter
• Fiduciary education for Organize Formalize • Investment policy statement
members
• Regular meetings

• Provide quarterly investment
summaries
• Meeting minutes • Meet at least twice a year
Document Implement

Monitor

• Investments
• Fees
• Processes/vendors

IVX Health — Lockton Total Rewards Practice Overview 46 Lockton Companies