| Timing | Activity(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
|
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This page was last modified on 06/27/2025
