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Charge to the Retirement Planning Committee

  1. Responsibilities

    1. To serve as fiduciaries for the Unitarian Universalist (UU) Organizations Retirement Plan, and
    2. To serve as the committee referenced in Article 7 of the document governing the UU Organizations Retirement Plan, including making recommendations to the Board regarding:

      1. the UU Organizations Retirement Plan Document
      2. the Retirement Plan Investment Policy
      3. the investment line-up offered by the retirement plan
      4. the companies serving as record keeper and investment advisor, and
      5. other issues related to the UU Organizations Retirement plan.
  2. Appointment and Terms
    The committee shall have seven members, as follows:

    1. Three individuals with expertise in retirement plan management, mutual funds, investment management, or related fields
    2. One individual who is a religious professional serving a UUA member congregation
    3. One individual who is a retirement plan participant who is either a retiree or the partner/spouse of a retiree
    4. The Treasurer
    5. The Financial Advisor

    Except for the Treasurer and the Financial Advisor, who shall serve on the committee as long as they hold office, committee members shall serve for not more than four consecutive terms of two years each.

  3. Meetings
    The committee is expected to meet three to four times annually. Meetings may occur by phone.

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