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County hears proposal for free fiduciary audit of its retirement plan; commissioners direct coordination with investment committee
Summary
Soltis Investment Advisors offered a no‑charge fiduciary 'audit' of the county retirement plan to benchmark fees and governance ahead of a planned recordkeeper RFP; commissioners and staff asked the investment committee to review the offer and coordinate timing to avoid procurement conflicts.
Representatives of Soltis Investment Advisors—Brent Moore, Tyler Finlinson and Bill Wallace—presented a proposal for a fiduciary audit (a plan review) of Utah County’s retirement plan. The presenters described the review as an independent assessment of plan documents, investment options, committee charters and fees; they said their firm performs the review without charge and will not serve as recordkeeper unless engaged…
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