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Learn MoreWhen Process Means Confidence
You need a named fiduciary to take care of all aspects of your retirement plan. We can help you create a retirement plan committee to take on the responsibility of daily administration and investing through assistance with:
- Establishment of a board resolution
- Committee member acceptances
- Committee charter
- Investment policy statements
- Quarterly and annual monitoring reports
- Meeting minutes
- Virtual fiduciary file (Fiduciary Briefcase™)
Fiduciary Briefcase
Proper documentation is a must for plan governance. Let us introduce you to the Fiduciary Briefcase, an online portal that serves as your private fiduciary file. One that gives you 24/7 access to plan information, meeting summaries, compliance documents, newsletters, memos and so much more.
