TimingActivity(ies)
Q1
  • Review of administrative fee
  • Review of Governance Policies
Q2
  • Review and adoption of annual budget
  • Investment consultant's recordkeeper benchmarking study
  • Investment consultant's glidepath suitability and design review
Q3
  • Presentation of audit annual review
  • Investment consultant's stable value fund review
  • Proxy voting report
Q4
  • Investment consultant's review of Investment Policy Statement
  • Review of Policies for Participants and Employers
  • Presentation of annual strategic marketing plan
  • Annual fiduciary training
Off

This page was last modified on 07/01/2025