The Chair runs all meetings of the ACC Retirement Plan Board including establishing agendas, coordinating participants’ attendance and ensuring that items requiring action have sufficient time to process and resolve.
The Chair serves as the point person for administration oversight on the Retirement Board. This includes the work of all service providers to the Plan (Fidelity, Legal Counsel and our Plan Administrator).
The Chair periodically helps to facilitate resolution of questions/problems of individual participants, sometimes acting as the first point of contact.
The Chair routinely meets with representatives from Fidelity concerning ongoing analysis of our Fund platform.
The ACC Retirement Plan Board, with the Chair, has the responsibility to ensure that the administrative budget of the Plan is in line with the Retirement Plan Board’s directives.
The Chair meets monthly with the Plan Administrator to review the administrative aspects of the Plan.
The Chair participates in periodic educational sessions including a yearly presentation to the Senior Class at HUC-JIR-DFSSM.
The Chair reports to the ACC Executive Board concerning the operation and needs of the Plan. This generally occurs in the fall, in the spring, and at the annual convention of the ACC.