Retirement Plan Committee Charter

A committee Charter allocates responsibilities from the Board to and among the committee members.

ERISA does not require that committees utilize a Charter; however, using a Charter is a way to:

• • • Allocate responsibilities and liabilities from the Board to and among committee members
    • Ensure that committee members understand their respective roles on the committee

In Level 3 of our proprietary retirement plan committee fiduciary training program, we provide a deeper dive into committee Charters and what committees need to understand about this governance documentation.

To download a copy of this L3 training material, please fill out the form.