Westminster Consulting

Being a Responsible Fiduciary During COVID-19


Listen Later

A discussion of what fiduciaries and investment committees are doing to manage their responsibilities and oversight during this challenging time.


Among the topics to be discussed are:

  • A refresher:  Settlor or Fiduciary
  • Getting re-acquainted with the plan document
  • Planning, holding, and memorializing investment committee meetings
  • Reviewing and responding to participant behavior
  • Keeping plan vendors on the same page
  • ...more
    View all episodesView all episodes
    Download on the App Store

    Westminster ConsultingBy Westminster Consulting