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  • Writer's pictureLucas Gillis

Investment Committee Checklist


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.




401K EXTRA | RETIRE YOUR WAY

Fran Gillis AIF, QPFC, PPC, CFWP

Lucas Gillis CPFA, CFWP

connect@401kextra.com

970-225-2001


Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. All advisory services offered through Dynamic Wealth Advisors.


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.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

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