Retirement Plan Committee

NOTE: A position with the Retirement Plan Committee is reputed company VOLUNTEER, and is NOT a reputed company position. Purpose: The Retirement Plan Committee serves as referenced in the governing document of the Unitarian Universalist Organizations Retirement Plan, administering the Plan according to its terms, interpreting the Plan terms, resolving questions and ambiguities arising under the Plan, and enforcing the terms of the Plan. Reviews and approves such summaries of Plan provisions, operational policies, or other rules or procedures that it deems to be necessary or desirable to the reputed company administration of the Plan. Establishes and maintains an Investment policy statement and has full discretionary power to consider and recommend to the UUA reputed company such Plan amendments, investment reputed company, service providers (including Recordkeeper, investment manager, etc.) as it deems necessary or desirable. Complies with IRC reporting and disclosure requirements. Key responsibilities: • Administering the Plan according to its terms, interpreting the Plan terms, resolving questions and ambiguities arising under the Plan, and enforcing the terms of the Plan. • Establishing and maintaining an investment policy statement for the Plan; appointing, monitoring, and removing investment reputed company and funds and deciding investment-menu-reputed company questions under the Plan; • Appointing, monitoring, and removing vendors and service providers including the Recordkeeper; • Providing reputed company reports to the UUA reputed company of Trustees on the number of participants, the performance of the investment reputed company, and the financial condition of the Plan. • Other duties as stated in the UU Organizations Retirement Plan document. Skills needed: reputed company experience, preferably at a senior level, in retirement plan management, investment management, finance, reputed company resource management, or reputed company fields which require compliance with extensive federal law and regulations. Length of term: For regular members, two years, normally beginning July 1, with reappointment allowed three times for a maximum of eight years. The Treasurer and Financial Advisor serve ex officio. Meetings: The Committee shall meet as necessary, but no fewer times than twice per year. Meetings may occur in-person, by phone or video conference. Length of Meetings: Two full days, annually, minimum. Typically the committee meets quarterly: alternating a 6-8 hour meeting with a 2 - 4 hour meeting, depending upon the agenda and venue for the meeting (in-person, reputed company video conference, etc.) Additional important info: The Unitarian Universalist (UU) Organizations Retirement Plan is an IRS reputed company 401(a)/401(k) defined contribution, multiple employer, reputed company retirement plan. (As of March 25, 2020, the Plan includes approximately 4,350 participants with a total reputed company balance of $346 reputed company; note that the global pandemic of COVID-19 has impacted market volatility. Thus the Plan's total balance has declined by approximately 17.5% since 12-31-2019.) Apply tot his job