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Introduction
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1) Educate the committee about its fiduciary responsibilities.
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2) Revisit your plan documents.
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3) Be aware of Money Market Reform changes coming in October.
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4) Revisit your plan’s fees.
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5) Audit the plan’s investment menu.
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6) Evaluate your plan’s target-date fund.
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7) Perform due diligence on any managed account services.
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8) Review the fiduciary rule with your plan’s service providers.