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Defined Contribution Plan Governance

Governance.

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.

  1. VIDEO 1: Focus on Outcomes 
  2. VIDEO 2: The Importance of Policy & Governance (this one)
  3. VIDEO 3: Using a Demographics-Based Investment Strategy

 

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Focus on the Outcomes of Your Defined Contribution Plan

Is your Investment Committee Focused on Outcomes?

Most are not. Most investment committees spend 80% of their time managing investments. We believe you should think and plan more holistically to achieve the goals that are best for your company – and for plan participants.

This video is the first in our series, Managing Defined Contribution Plans.

  1. VIDEO 1: Focus on Outcomes (this one)
  2. VIDEO 2: The Importance of Policy & Governance
  3. VIDEO 3: Using a Demographics-Based Investment Strategy

If after watching this video, you’d like to talk, schedule a 30-minute call with us!

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