Marquette University: Plan Sponsor Insights (Part 1 of 3) – Improving Governance Documents Francis LLC's Fiduciary Advice @ Work Podcast

Improving Governance Documents. Get first-hand plan sponsor insights from Marquette University. In part one of this three-part conversation, we hear from Claudia Paetsch (Vice President for Human Resources) and Jessica Franken (Associate General Counsel) as we discuss the important steps they’ve taken to improve their plan governance documents and their administrative procedures.

During this episode, we cover:

· Need for independent advisor for Retirement Plan Committee (1:24)

· Typical growth areas for governance documents (3:34)

· What initiatives are coming up next to improve Marquette’s retirement plan benefit (8:45)

· Operational audit of communication from recordkeeper (14:00)

· Meaningful changes to Marquette’s retirement benefit (16:38)

Learn more at https://www.francisinvco.com/.