Fiduciary Briefcase

The Fiduciary Briefcase is a proprietary online portal designed to be your private filing system in the virtual world. Housing meeting summaries, compliance documents, newsletters and so much more! The Fiduciary Briefcase affords your Committee 24/7 access to pertinent plan information, and readily prepares your plan for audit.

Fid_BriefcaseOnline Protection.

We recognize that proper documentation is an important step in the fiduciary process. At the onset of each client relationship, we will create a username and password for you to access your own Fiduciary Briefcase via our website. Serving as your personalized depository for plan documents and reports, we will post all deliverables to the site for secure, anytime-­access.

 Resources stored to the site on your behalf include:

  • Customized Service Plan
  • Meeting Minutes
  • Committee Charter
  • Disclosure Documents
  • Investment Policies
  • Plan Documents
  • Monthly Employer Newsletters
  • Quarterly Market Summaries
  • Sample Employee Memos
  • Participant Education Materials
  • Archived 401(k) Advisors Reports
  • Fiduciary Investment Reviews
  • Fiduciary Plan Reviews
  • Provider Analysis & Benchmarking Reports