Fiduciary Briefcase™


ONLINE PROTECTION FOR ADDED PEACE OF MIND

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

Briefcase

FIDUCIARY
BRIEFCASE





...powered by RPAG

SITE RESOURCES

  • Customized Service Plan
  • Meeting Minutes
  • Committee Charter
  • Disclosure Documents
  • Investment Policy Statement
  • Plan Documents
  • Monthly Retirement Times Newsletters
  • Quarterly Market Summaries
  • Sample Employee Memos
  • Participant Education Materials
  • Assigned Plan Consultant Contact information
  • Archived Retirement Consulting Group Deliverables
    • Fiduciary Investment Reviews™
    • Fiduciary Plan Reviews™
    • Benchmarking Reports