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Investment Committee Checklist

Investment Committee Checklist

February 20, 2023
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Investment committees are the backbone of the retirement plan and participants’ success, both in the fiduciary process and financial well-being.

There’s plenty to cover in a committee meeting so help formalize your plan’s foundation with this helpful checklist for an efficient and effective meeting.

Download the Guide´╗┐


Adcock Financial Group

H. Brian Adcock

311 W. Fletcher Avenue

Tampa, FL 33612

813-935-4091

www.adcockfinancial.com

[email protected]

 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Adcock Financial Group is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Adcock Financial Group or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice. Please access the following site to review form CRS, Reg BI and relevant   disclosures.  www.kestrafinancial.com/disclosures

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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