The roadmap to fiduciary success can often be found in documents created by the plan committee, for example, the investment policy statement (IPS), a fee and expense policy (FEP), and the agendas for the quarterly committee meetings. While the IPS and the FEP address specific issues and the process for making decisions about those issues, the purpose of the agendas is broader—to ensure that the committee covers all of their responsibilities and to allocate time to consider best practices. (For our purposes, “best practices” are steps that committees can take to improve their plans, but either aren’t required by law or exceed what the law requires.) This article focuses on a practical way to make sure that committees spend time each year on important issues that affect their plans.