BEST PRACTICES
ETURNS TO THEIR
ENCHMARKS
Identify and Prevent
Conflicts of Interest
MINUTES SHOULD INCLUDE:
Attendees
ND MONITOR
S INVESTMENTS
ONITOR:
BLENESS OF
EES
pare to
pendent
hmarks
DOCUMENT EVERYTHING
PLAN DESIGN
Make sure plan
design meets
current needs
and remains in
compliance
Questions TO ASK:
• HOW ARE SERVICE PROVIDERS
BEING COMPENSATED?
• HOW DO INVESTMENTS
COMPARE VS. IPS CRITERIA?
• DOES OUR COMMITTEE
UNDERSTAND THEIR
FIDUCIARY DUTY?
TOPICS
COVERED
Key Questions
or Discussions
Decisions
Made
Re-engineering Fiduciary | 15