Page 47 - PYA PC
P. 47
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
PYA PC — Lockton Employee Beneits Practice overview 47 Lockton Companies
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
PYA PC — Lockton Employee Beneits Practice overview 47 Lockton Companies
