When 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.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS or NFP Retirement. NFP Retirement is not affiliated with Kestra IS or Kestra AS.

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