New! Cultivating Retirement Success Guide

We are pleased to share our latest plan sponsor guide, focused on simplified practices of effective and efficient retirement plan committees. It reflects our firm’s experiential and industry knowledge of how retirement plan committees can be an outstanding vehicle for the successful execution of a plan sponsor’s fiduciary duties. 

Cultivating Retirement Success coverOur goal with this guide is to provide a roadmap of best practices to remember when creating and operating a retirement plan committee.

What we cover: 

- Overview of fiduciary responsibility
- Forming a retirement plan committee
- Adopting a committee Charter
- Documenting decisions, strategies, and actions

You can download the guide here.

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