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  • Writer's pictureLarry Kavanaugh, Jr.

Investment Committee Checklist


Investment committees are the backbone of the retirement plan and participants’ success, both in the fiduciary process and financial wellbeing.


There’s plenty to cover in a committee meeting so help formalize your plan’s foundation with this helpful checklist for an efficient and effective meeting.




Managing Director

Northeast Retirement Plan Advisors

Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC

950-A Union Rd.

Suite 31

Buffalo, NY 14224

716.674.7000

Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.


This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

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