FIDUCIARY BRIEFCASE ™
Our online, cloud-based file storage system provides 24/7 access to all of your important fiduciary documents.
Plan document
Investment policy statement
Investment Committee Meeting minutes
Fee benchmarking studies
Required disclosures and notices
Service Calendar
Summary of employee education meetings
The Briefcase™ is your portal as an executive.
We use a turnkey technology tool that makes it easy for you to review, update, preserve and properly dispose of documents. Every quarter, we’ll provide you with a scorecard that delivers an in-depth evaluation of your plan. Based on the feedback, we’ll work with you on a recommended course of action to deliver result-driven benefits for your employees. See a sample of what we’ve done in the past.
Download an example of a fiduciary investment review. →
Fiduciary Educational Modules & Online Courses
Our Fiduciary Education Modules provide resources to inform and educate committee members regarding ERISA’s fiduciary requirements.
Fiduciary Overview
Maintaining Your Fiduciary File
404a-5 Disclosure Regulations
Fiduciary Responsibilities
Investing in Employer Securities
Controlled Groups
Fiduciary Liabilities
Minimizing Risk Strategies
Mergers & Acquisitions
Selecting Service Providers
Claims & Appeals Procedures
Timely Deposits
Fees & Expenses
Participant Experience
Elective Contributions
Selecting Investments
Prohibited Transactions
TDF Selection
ERISA 404(a) & 404(c)
408(b)(2) Disclosure Regulations
DOMA