Retirement Plan Governance
When process means confidence.Establish thoughtful governance practices for a smoothly running plan.
You need a named fiduciary to take care of all aspects of your retirement plan. We can help you create a retirement plan committee with the resources and expertise to take on every aspect of plan management. Simplify 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
- Fiduciary Briefcase™, our virtual documentation tool
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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Reach out today to start a conversation about how we can work together to move you forward.