Broker Check

What's In Your Fiduciary File?

| February 12, 2019
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Ever wonder what documents should be in your retirement plan committee fiduciary file?

If the Department of Labor (DOL) were to ever knock on your door, we want you to be prepared! Applying the essential requirements and best practice ideas on how to safely store fiduciary documents could help to lessen the possibility of litigation.
Learn More about:
• the primary documents that should be organized and accessible
• other important documents and
• how long you should store them

Download the Checklist

2019 Fiduciary File Checklist

Watch the Video

https://youtu.be/t41EG-9sLlg

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