Page 36 - American Vision Partners

Retirement

Sample annual service plan

Ongoing quarterly services

ON THE MARK WASHINGTON PARTICIPANT
• Economic trends UPDATE NEWSLETTER
• Market outlook • Legislative updates • Retirement tips
• Performance insight • Regulatory news • Financial planning
• Court activity articles
reporting • Market insight

First quarter meeting Second quarter meeting Third quarter meeting Fourth quarter meeting

• Review Q4 2020, investment • Q1, 2021 Investment • Q2, 2021 investment • Q3, 2021 investment
performance performance performance report performance report
• Committee charter • Line-up review/manager search • Plan design benchmarking and • Plan demographics review
• Investment policy statement • 408(b)(2) fee review match calculations • Team member communication
review • Legislative updates, participant • Legislative updates, participant strategy
• Legislative updates, compliance newsletter newsletter • Legislative updates, participant
calendar, participant newsletter newsletter

American Vision Partners — Lockton: A collaborative Healthcare Practice review 36 Lockton Companies