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Meeting Agenda & Minutes

For optimal fiduciary protection, plan sponsors need to document a prudent process when making decisions about their investment plans. Considering the right information in the right way is an important characteristic of a prudent process. This procedural prudence can be demonstrated, in part, by the appropriate development and documentation of meeting agendas and minutes. PEI’s Senior Consultants are trained to assist clients in developing these two documents.

Our difference is demonstrated in how we:

  • Work closely with each client to develop meeting agendas that address the client’s fiduciary responsibilities

  • Appropriately documenting the decisions and actions of the Committee