Last week’s Sunscreen Moment talked about the importance of establishing a good solid control environment for your plan.
For this week’s message, we are going to talk about the importance of having a good solid set of minutes for meetings of the Board of Trustees.
I always say in the world of regulators, “If you didn’t documented it didn’t do it!”. Therefore, keeping Board of Trustee minutes for major decisions affecting the plan makes all the sense in the world.
Watch this Sunscreen Moment to learn Information that should be summarized in the minutes.