Investment Policy Statement

Annual Plan Audit: An Auditor’s Perspective
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
Your organization’s retirement plan will generally require a benefit plan audit if the eligible participant count (including terminated employees who maintain an account balance) exceeds 100 at the beginning of the plan year. But what exactly will be audited and what are the auditors looking for? This audit includes financial statements attached to the Form  Read More →
Content & Frequency of Retirement Plan Committee Meetings
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Most committees wonder, “How frequently should we meet?” Larger or more complex plans usually decide that quarterly meetings are more than sufficient. However, smaller plans and those with minimal activity may be satisfied with only one or two meetings per year, so long as meetings occur with adequate frequency to handle items critical to properly  Read More →

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