Defined contribution (DC) plan committees face increasing scrutiny on the myriad of decisions they make for their respective plans. During committee meetings, it’s no longer enough to run through an agenda of basic responsibilities; now, more than ever, leading plan committees recognize that they need to address all of the issues that they are responsible for, including emerging issues.

As such, committee decision-makers need to strategically plan meeting agendas that cover both the micro job of looking closely at each issue affecting the plan today, and the macro job of ensuring emerging issues that may impact the plan in the future are considered over the course of the year.

Wellspring Financial Partners develops holistic meeting agendas that keep you informed and compliant. Further, minutes are kept of each meeting including attendees, review of discussion, decisions made and action items. These minutes are always requested during your annual audit. Please contact Wellspring at any time for a copy of Committee meeting minutes. For more information, please contact us here at Wellspring Financial Partners