Slide 1 of 10
Introduction
We’ve reached the halfway point of the year, which is a perfect time for plan sponsors to review workplace retirement plans and make sure the annual goals of the company’s investment committee are on track for completion by the end of the year.

Richard Torbinski, partner and co-founder of Portfolio Evaluations, Inc. in Warren, N.J. — an independent consulting firm that advises plan sponsors on their defined contribution and defined benefit plans — devised an eight-point checklist for defined contribution plan investment committees to follow at their mid-year checkup.


next