a. Assist in developing appropriate investment strategies for both plans; b. Review the Investment Policy Statement and assist in developing appropriate investment strategies and benchmarks for both plans; c. Recommend investments that fit within the investment strategies; d. Monitor performance relative to the appropriate benchmarks that are established, and assist in replacing investments when appropriate; e. Provide updated recommendations regarding investment strategies, as appropriate, on a periodic basis but no less than annually; f. Recommend changes to investment fund lineups to the AH Retirement Fiduciary Committee (“RFC”) as needed; g. Attend quarterly RFC meetings at AH corporate offices and present quarterly presentation of plans’ financial performance to RFC; h. Support the RFC in its fiduciary governance role such as training as to fiduciary responsibility, etc.; i. Serve as co-fiduciary for the plans and their participants, limited to fiduciary functions outlined in this Scope; j. Help to ensure plans are compliant with regulations; k. Provide information and analysis regarding legislative and regulatory changes that impact the plans; l. Perform Administrative duties in support of the RFC quarterly meetings, including preparation of agenda and meeting minutes; m. Assist with assessment of trust, custodial and administrative services, and the costs thereof for both plans as requested; n. Provide support to ensure all plans are compliant with regulations; and o. Other tasks as requested by RFC.
