GOVERNANCE PORTAL

Your committee's record, and everything it was based on.

One place for your plan's vitals, benchmarks, annual vendor due diligence and decision history. We keep it current with regular updates, so your committee reviews and decides. Built so your committee isn't doing data entry.

Sample decision history in the Perseptiv governance portal.
THE PROBLEM

Minutes shouldn't be where decisions go to disappear.

Committees keep careful minutes, then file them. A year later, no one can find the decision, remember what the committee reviewed, or say why it was made.

WHAT PERSEPTIV DOES

From minutes to a decision history.

Perseptiv reads each set of minutes you upload and pulls out what matters: the decisions made, the information the committee reviewed, and any follow-ups. Each one becomes an entry in the plan's decision history, linked back to the minutes it came from.

01

Upload the minutes

From each meeting.

02

Perseptiv extracts

The decisions, the information reviewed and the follow-ups.

03

They join the decision history

Each entry linked to its source.

WHAT YOUR COMMITTEE RECEIVES

Your plan's system of record, kept current each quarter.

Every committee member gets an account and sees the same current record.

Sample plan vitals in the Perseptiv governance portal.
Plan vitals
Assets, participation and deferrals, refreshed quarterly.
Benchmarking
Fees and plan design against peer ranges.
Annual due diligence
A yearly review of every service provider on your plan.
Committee accounts
Each member sees the same decisions and documents.
Decision history
Decisions and the information reviewed, pulled from your minutes and linked back to them.
Sample annual fee report in the Perseptiv governance portal.
Sample fee and plan design benchmarking in the Perseptiv governance portal.

See your plan in the portal, with your own data.

Request a conversation
FOUR PRINCIPLES

What a shared record gives your committee.

Transparency

Every member sees the same decisions and the information behind them.

Accountability

Each decision is dated and tied to its meeting, with follow-ups tracked to resolution.

Consistency

Every meeting's decisions are recorded the same way, so the history reads as one record.

Continuity

When members, advisors or providers change, the reasoning stays.

WHO DOES WHAT

Your committee decides. Perseptiv documents.

Your committee

Makes every decision
  • Holds its meetings and keeps its minutes
  • Reviews the record and makes the decisions
  • Gives members access to the portal

Perseptiv

Documents the process and keeps the record
  • Loads plan data, documents and benchmarks
  • Turns minutes into decision history entries, linked to the source
  • Refreshes vitals, benchmarks and monitoring each quarter
  • Keeps the record organized and current
RELATED READING
DOCUMENTATION

What “audit-ready” means for a plan committee

Minutes, fee reviews and provider monitoring: what a reviewer expects to see, and the gaps that are easy to leave.

Read the article →

Tell us where your committee is today.

We'll show you where Perseptiv fits.

Request a conversation