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UMA telecon 2021-04-29

Date and Time

Agenda

  • Approve minutes of UMA telecon 2021-04-22
  • IIW Review and Thoughts 
  • Profiles Discussion, relationship manager draft
  • AOB

Minutes

Roll call

Quorum was reached.

Approve minutes

Deferred 


Pension Dashboard Update



IIW Review and Thoughts


Profiles Discussion, relationship manager draft

AOB

Attendees

As of October 26, 2020, quorum is 5 of 8. (Michael, Domenico, Peter, Sal, Thomas, Andi, Alec, Eve)

Voting:

Non-voting participants:

Regrets:

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