I. Follow-Up from Previous Meeting Minutes
a. Approve minutes from previous meeting(s)
i. August 12th
b. Review of follow-up items from previous meetings
II. Participant Support & Education
a. Education Calendar 2024
b. YTD Report
c. Quarterly Webinars
d. Retirement Readiness
e. Managed Accounts
III. Fiduciary Update & Plan Governance
a. New Contribution Limits
IV. Plan Record Keeper Report
a. Plan Review
b. EASE Accounts
V. Economic Update
VI. Investment Review
a. Investment Reporting Suite
i. Manager Consistency Report
ii. Quantitative Scorecard
iii. Qualitative Scorecard
iv. Manager Due Diligence
b. Target Date Compass Report
VII. Utah County Items
a. 3(38) Advisor Status
b. NAGDA Membership
Notice of Special Accommodations (ADA)
ADA Compliance. In compliance with the Americans with Disabilities Act, individuals needing special accommodations (including auxiliary communicative aids and services) during this meeting should notify PJ Maughan (801) 851-8170. Handicap parking is available, as well as a level entrance to the building. Interpretation services are available with prior notice for the hearing.