Plan Governance When Process Means ConfidenceYou 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 resolutionCommittee member acceptancesCommittee charterInvestment policy statementsQuarterly and annual monitoring reportsMeeting minutesVirtual fiduciary file (Fiduciary Briefcase™)Fiduciary BriefcaseProper 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. Contact us today Name Email Phone Question Thank you! Oops!