Organizing Your Fiduciary File
As a plan sponsor and fiduciary of your company’s retirement plan, keeping an up-to-date fiduciary file is critical. To begin, Asset Advisors of America recommends preparing your file in four key sections: Documents, Administrative, Participant Communication, and Investments. Contents of each section could include the items listed in the table below.
|Participant Communication Section:||
About Asset Advisors of America’s Retirement Plan Advisory Group
Asset Advisors of America’s Retirement Plan Group is a dedicated defined contribution consulting firm that provides fiduciary consulting to plan sponsors. Learn more contact 866-657-401(k) or email email@example.com.