The firm selected will be required to provide the services described below as minimum deliverables: Participation by the Recordkeeper at all quarterly meetings will be required. The Recordkeeper will provide an update on status of the investments held by the plans, financial results, plan statistics, and other relevant topics to be disclosed to the Committee. Ad hoc meetings will be held, when necessary, at the request of the committee or advisor with mutual consent. With the support and assistance of Human Resources & Benefits staff, formulate on-going & targeted communication & education strategies, enrollment outreach & plan promotion efforts throughout the year. Provide JPS with information required to comply with Internal Revenue Service and Department of Labor reporting requirements for the various plans. Provide JPS with legislative, regulatory and industry updates to provide fiduciary stewardship and to assist in meeting all compliance requirements. Provide general benchmarking information related to plan design, best practices, etc., segmenting by specific industry sector, competitor landscape and/ or relevant survey results.
