Plan Wellness Check

A Plan Wellness Check is a brief review of fiduciary process indicators, benchmarking approach, and operational oversight hygiene. It is designed to clarify areas identified in the self-assessment and confirm what is documented versus informal.

Includes:

• Governance & delegation clarity (roles, oversight cadence)

• Sponsor-completed review worksheet (guided during the meeting)

• Fee/service oversight discussion (process-focused)

• Operational oversight hygiene checkpoints

• Written fiduciary oversight reflection summary after the meeting

Not included:

• Legal opinions

• Compliance certifications

• Investment performance evaluation

• Any required action