Difference between revisions of "Investment Committee"

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This is part of managing our 403(b) plan. We had an ad hoc committee that was set up when we started the plan. From time to time C7 has functioned as this, but we need a real, documented committee that looks at the plan from time to time and is responsible for deciding things like "do we stay with Valic or go elsewhere?" and "what options do we present to plan participants?"
 
This is part of managing our 403(b) plan. We had an ad hoc committee that was set up when we started the plan. From time to time C7 has functioned as this, but we need a real, documented committee that looks at the plan from time to time and is responsible for deciding things like "do we stay with Valic or go elsewhere?" and "what options do we present to plan participants?"
  

Latest revision as of 13:03, 25 April 2013

deletion

This page has been requested to be deleted.
If you disagree, discuss on the talk page.
Whenever possible, could an Admin please remove this page?


This is part of managing our 403(b) plan. We had an ad hoc committee that was set up when we started the plan. From time to time C7 has functioned as this, but we need a real, documented committee that looks at the plan from time to time and is responsible for deciding things like "do we stay with Valic or go elsewhere?" and "what options do we present to plan participants?"

This committee could have other functions (like the Safety Committee -- which is also the Action Committee), or it could be a stand alone committee.

We would need to decide how we pick who is on the committee, how often they meet to discuss the 403(b) options, etc.