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September 15, 2017
Minutes Essential: Drilling Down to the Procedural Issues
Los Angeles partner Summer Conley and Chicago partner Michael Rosenbaum’s latest column for PLANSPONSOR, “Minutes Essentials: Drilling Down to the Procedural Issues,” covers the procedural issues associated with taking meeting minutes during retirement committee meetings.
Summer and Michael discuss who should be responsible for taking minutes, how minutes should be distributed and saved, and how to use minutes for reporting purposes. “Minutes Essentials” is part of an ongoing series for PLANSPONSOR’s “ERISA Examination” series.