Financial Advisor & Retirement Planning

What’s In Your Fiduciary File?

what's in your fiduciary file
  • 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 learn more at 630.780.1534.

     

     

     

    This commentary on this website reflects the personal opinions, viewpoints and analyses of Fiduciary Financial Partners, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Fiduciary Financial Partners, LLC or performance returns of any Fiduciary Financial Partners, LLC client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Fiduciary Financial Partners, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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