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.

Guy in front of wall with charts