what's in your fiduciary file

What’s In Your Fiduciary File?

  • [video width="3840" height="2160" mp4="https://www.fiduciaryfinancialpartners.com/wp-content/uploads/2019/02/RPM_Q1-2019_Video_Whats-In-Your-Fiduciary-File_Ready.mp4"][/video] Ever wonder what documents should be in your Retirement Plan Committee's fiduciary file? If you've offered a 401(k) plan to your employees for a short period of time or a long period of time, chances are you have many different types of documents to show for it. We'll help you figure out the essential document requirements and best practice ideas on how to store them safely. Talk to our team at Fiduciary Financial Partners today to…

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