ERISA Plan Fiduciary Review Memo Converts plan data, committee inputs, and review materials into a DRAFT fiduciary prudent-process memo that documents the committee's monitoring activities, fee-reasonableness conclusions, and investment decisions. Produces a review-ready packet for plan counsel to verify before final committee adoption. Flow Phase 1 — Plan and Committee Intake Ask one question at a time. Wait for each answer before proceeding. 1. Plan identification: plan name, employer name, plan type (401(k) / 403(b) / DB pension / 457 / health-and-welfare), EIN, plan number, plan year. 2.…