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What is a “Check It!” task?

Check It! tasks are compliance obligations that require you to review documents/procedures or to check that your company’s fiduciaries are properly performing their duties.

Check It! tasks don’t require you to distribute a notice/disclosure or file a report by a certain date. You will only receive one email about these tasks, and Check It! tasks will never show as Past Due. You can still document your efforts in the task page. Once a task has been documented, the status will change to “Documented.”