What events should trigger an off-cycle charter review?

Last updated October 2, 2026

Review the charter off-cycle after material changes to plan design, governing documents, delegated authority, committee membership, reporting lines, or service-provider roles — and after new legal developments, organizational restructuring, combined or separated health and retirement oversight, or a governance gap identified through an audit or internal review.

Review the charter after material changes to:

  • Plan design or governing documents
  • Delegated authority
  • Committee membership or reporting lines
  • Service-provider roles

A new legal development, organizational restructuring, combined or separated health and retirement oversight, or a governance gap identified through an audit, investigation, or internal review should also prompt an off-cycle assessment.

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