Working With Investment/Plan Committees

It’s been said that a committee is a group that keeps minutes and loses hours – so how do you work with difficult committees (and committee members) to work productively?

This week, we’d like to know about your experience(s) with committees.

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1. What size plans do you PRIMARILY work with?

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2. Do the plans you work with tend to have:

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3. What composition do you recommend for the plans you work with?

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4. Do the plans you work with tend to have:

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5. What composition (if any) do you recommend for the plans you work with?

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6. What is the average size of the committee(s) you work with:

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7. What size do you generally recommend the committee(s) be?

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8. How about the average committee membership breakdown:

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9. What’s the average tenure on the committee?

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10. How are committee member(s) generally nominated?

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11. How do you (generally) deal with problem committee members?

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12. Got any particularly interesting stories to share (anonymously, of course) about dealing with problem committees, committee members, and the like?

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13. Suggestions for future survey questions?

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