Being a Responsible Fiduciary During COVID-19

Published: April 29, 2020, 1:43 p.m.

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A discussion of what fiduciaries and investment committees are doing to manage their responsibilities and oversight during this challenging time.
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  • A refresher:  Settlor or Fiduciary
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  • Getting re-acquainted with the plan document
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  • Planning, holding, and memorializing investment committee meetings
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  • Reviewing and responding to participant behavior
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  • Keeping plan vendors on the same page
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