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A Checklist for Retirement Plan Committees Experts discuss what main facets of a retirement plan that a committee should cover in its quarterly meetings. Reported by Art by Enzo Pérès-Labourdette Given that there are so many considerations to weigh when overseeing a retirement plan, it is important for plan sponsors to have a checklist for their committees whether the sponsor has a single retirement plan committee or dual investment and administrative committees to cover in quarterly meetings. These meetings typically last between one and two hours. The overriding theme of retirement committee meetings should always be whether the committee is acting in the best interest of plan participants and if it is improving the plan, says Michael Webb, senior financial adviser at CAPTRUST.

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