---
title: "List proposed retirement-plan decisions for the fiduciary minutes"
url: "https://ailawframework.com/practice/superannuation/draft-trustee-minutes-and-a-resolution-from-the-meeting-papers/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A27-A20260923-3-US"
practice_area: "Superannuation"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List proposed retirement-plan decisions for the fiduciary minutes

> List each proposed decision, the plan clause the papers cite, and the documents attached. Do not write the minutes that will be signed.

Canonical page: https://ailawframework.com/practice/superannuation/draft-trustee-minutes-and-a-resolution-from-the-meeting-papers/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Superannuation](https://ailawframework.com/practice/superannuation.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | List each proposed decision, the plan clause the papers cite, and the documents attached. Do not write the minutes that will be signed. |
| What the lawyer must review | ERISA § 404, 29 U.S.C. § 1104(a)(1), requires a fiduciary to act solely in the interest of the participants and beneficiaries, for the exclusive purpose of providing benefits and defraying reasonable expenses, with the care of a prudent person, by diversifying unless it is clearly prudent not to, and in accordance with the plan documents insofar as they are consistent with ERISA. The minutes have to show the decision the fiduciaries actually made. Opinion 512: check the list against the papers, and do not put them in a public tool. You write and sign the minutes. |
| Written for | United States |
| Applies to | [Draft trustee minutes and a resolution from the meeting papers](https://ailawframework.com/practice/superannuation/draft-trustee-minutes-and-a-resolution-from-the-meeting-papers.md) |

## Checking plan

- What the AI does: List each proposed decision, the plan clause the papers cite, and the documents attached. Do not write the minutes that will be signed.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- This is an ERISA fiduciary minute. It is not an Australian superannuation trustee resolution.
- The list is not the signed minutes.

## Sources

- [29 U.S.C. § 1104, Fiduciary duties](https://www.law.cornell.edu/uscode/text/29/1104) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [SMSF trustee minutes and member request: commencing an account-based pension](https://ailawframework.com/precedents/superannuation/smsf-minutes-account-based-pension-commencement.md) | Form | Yellow | A member's written request and the trustee's minutes to start an account-based pension in an SMSF: condition of release, start day and valuation, tax components, reversionary or non-reversionary… |
| [SMSF trustee minutes and member request: partial or full commutation of a pension to a lump sum](https://ailawframework.com/precedents/superannuation/smsf-minutes-pension-commutation.md) | Form | Yellow | A member's commutation request and the trustee's minutes for a partial or full commutation of an SMSF pension: documenting the request when made, the minimum payment check, the lump sum amount and… |

Signed-in accounts can read the full text of each one.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*