February 20th 2023

Investment Committee Checklist

Investment committees are the backbone of the retirement plan and participants’ success, both in the fiduciary process and financial wellbeing.

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 Checklist

Greenspring Advisors

www.greenspringadvisors.com

One West Pennsylvania Avenue, Suite 500

Towson, Maryland 21204 | 443-654-4600

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.

Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.