General Consulting Services. 1. Assist County staff and the committee, using the Consultant’s knowledge of “best practices,” in the preparation of procedures, policies, manuals, forms, charters, bylaws, ordinances, Plan documents and other important documentation for the County and committee consideration and approval, if appropriate. Ongoing updates of these documents will also be expected to be prepared in reaction to legal and economic changes. 2. Consult with County staff and the committees on actions necessary to be in compliance with current and proposed changes in laws, regulations, ordinances, etc. and the impact of those changes to the Plans. 3. Provide peer review of the Plans versus plans of similar size and diversity. 4. Assist County staff and the committee in developing and evaluating surveys that the County may want for Plan participant input on its Record Keeper. 5. Assist County staff and the committees in analyzing and identifying the need for new or enhanced services including the development of Request for Proposals (RFPs). 6. Review education and participant training materials and the delivery systems utilized for the training materials currently available to Plan participants. Recommend changes to ensure that materials are complete and accurate. 7. Review account statement, newsletters and participant communications, including the Plan’s web site. Recommend changes to ensure that materials are complete and accurate. 8. Monitor performance of the Record Keeper services and adherence to the terms and conditions of the contract, including but not limited to: any changes in senior personnel; company ownership; record keeping services; field representatives and their ability to service the Plan and assist participants. 9. Make recommendations to County staff and the committees regarding areas needing improvement and any monetary penalties to be imposed against the Record Keeper.
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Sources: Investment Consulting Services, Investment Consulting Services, Investment Consulting Services