The Fiduciary Committee Checklist: 10 Areas to Consider in Your Annual Review

2026-10-02T09:15:12-04:00October 1st, 2026|Institutional Investing|

The Fiduciary Committee Checklist: 10 Areas Every Retirement Plan Should Review Each Year Retirement plan committees have an important responsibility: helping oversee a plan that supports participants while maintaining a sound fiduciary governance process. Effective oversight isn't about reacting to headlines or making frequent changes—it's about following a disciplined, well-documented review process throughout the [...]

Choosing the Right Retirement Plan Advisor: Questions Every Committee Should Ask

2026-07-09T13:18:23-04:00September 10th, 2026|Institutional Investing|

Choosing the Right Retirement Plan Advisor: Questions Every Committee Should Ask Selecting a retirement plan advisor is one of the most important decisions a retirement plan committee can make. The right advisor does more than recommend investments—they can help support fiduciary governance, committee education, investment monitoring, and participant outcomes. However, not all advisors provide [...]

Is Your Investment Policy Statement Still Working? Why Every Committee Should Review It Regularly

2026-07-09T12:01:09-04:00September 3rd, 2026|Institutional Investing|

Is Your Investment Policy Statement Still Working? Why Every Committee Should Review It Regularly An Investment Policy Statement (IPS) is one of the most important governance documents a retirement plan committee or institutional investment committee can maintain. Yet many organizations create an IPS, file it away, and rarely revisit it until a significant issue [...]

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