Documenting your investment committee decisions isn’t exactly exciting – but it is necessary if you want to avoid problems down the road. Phil Edwards of Curcio Webb shares why it’s so important for investment committees for defined contribution plans need to spend time documenting their decisions.
This video is part of a series on Defined Contribution Plans.
This video is the second in our series, Managing Defined Contribution Plans.
- VIDEO 1: Focus on Outcomes
- VIDEO 2: The Importance of Policy & Governance (this one)
- VIDEO 3: Using a Demographics-Based Investment Strategy