Committee Set-Up Presentation Packet
Print this packet (or send a PDF version of it) to show prospects a sample of the services you offer, and walk through this with clients when helping them set up their committee.
Includes:
- Introduction
- Ten Steps to Building a Successful Committee
- Identify Plan Fiduciaries
- Identify Investment Committee Members
- Sample Committee Charter
- Sample Code of Ethics
- Sample Committee Appointment Letter
- Sample Committee Acknowledgement Letter
- Sample Committee Resignation Letter
- Plan Your Meeting w/Prep Checklist
- Sample Meeting Agenda
- Sample Quarterly Agenda Topics
- Sample Meeting Minutes
- Next Steps