Create a committee brief

Copy and paste the prompt below to your firm-approved AI tool. Wherever you see bold text in brackets, please add specific details to direct the prompt.

Act as a senior retirement plan advisor supporting a [401(k)/403(b)] investment committee.

Using only the source material provided below, convert the information into two concise, committee-ready outputs.

Topic: [INSERT TOPIC]

Source material: [ATTACH DOCUMENT(S), PASTE RELEVANT CONTENT, AND/OR INSERT URL WEBSITE(S)]

Audience: [INSERT AUDIENCE: e.g., non-technical HR, Finance, and Investment Committee members]

1. One-Page Committee Brief

Write in plain English and include:

• Topic overview: Briefly explain what the topic is.
• Why it matters: Explain why a plan sponsor or committee may care.
• Potential participant impact: Explain how this could affect employees or retirement outcomes, if applicable.
• Plan sponsor considerations: Identify key fiduciary, operational, communication, investment, or cost considerations supported by the source material.
• Questions for discussion: Provide five practical questions the committee may want to ask its advisor, consultant, recordkeeper, investment provider, or legal counsel.
• Bottom line: Provide a neutral 2–3 sentence takeaway explaining what the committee should understand or consider next.

2. Five-Slide PowerPoint Outline

Create a presentation outline with a clear title and 3–5 concise bullets per slide.

Suggested flow:

Slide 1: What the topic is
Slide 2: Why it is gaining attention or why it matters
Slide 3: Potential benefits or opportunities
Slide 4: Potential risks, limitations, trade-offs, or implementation considerations
Slide 5: Committee discussion questions and potential next steps

If the source material does not support one of these sections, do not manufacture content. Instead, state that the issue is “Not established in the provided source material.”

Writing Guidelines

• Use a neutral, practical, plain-English, and fiduciary-aware tone.
• Do not invent facts, statistics, product claims, regulatory conclusions, or recommendations.
• Clearly distinguish between what the source material states and any interpretation of that information.
• When practical, identify the source associated with important facts, statistics, or conclusions.
• If sources conflict, briefly identify the disagreement rather than choosing a position.
• If information is unclear, incomplete, or requires professional judgment, flag it as “Needs advisor review.”
• Avoid jargon, sales language, and unnecessarily technical investment terminology.
• Do not imply that the committee must take action unless the supplied source material clearly establishes that requirement.

Open a prompt, review the guidance, then copy and paste it into your approved AI tool. Add your own context or documents before generating a response.

No. Some prompts only require a topic or question, while others work best with supporting documents such as meeting notes, white papers, or plan data.

Consult with your firm’s compliance department to confirm which AI tools are permitted for use in accordance with your organization’s policies and guidelines. The best tool depends on the task and your firm's guidance.

Only use approved enterprise AI tools. Never upload confidential client information or proprietary documents unless permitted by your firm's policies and compliance guidelines.