If you are looking for ways to improve fiduciary oversight and strengthen your company's retirement plan, a committee is one of the best places to start. A committee is responsible for the fiduciary oversight of your retirement plan by determining plan administration, investment offerings, costs and enhanced features.
There are fundamental building blocks to running a great committee. Download the guide below to see how it works.
Timothy Lay, AIF®, CFEi®
Trusted Principal Advisor
Mobile (541) 728-7659
884 S. Starry Skies Ct. Sisters, OR 97759
Investment Advisor Representative of and Securities offered through Founders Financial Securities, LLC. Member FINRA, SIPC and Registered Investment Advisor.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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