Fiduciary Briefcase
Proper documentation is important in the fiduciary process
Ashwood Financial Partners’ Fiduciary Briefcase is a secure online portal designed to help you organize and store plan-related documents such as: meeting summaries, compliance documents, newsletters, and Fiduciary Investment Reviews. The Fiduciary Briefcase serves as your personalized depository for plan documents and provides your committee with anytime access to pertinent plan information and readily prepares your plan for audit.
As part of our streamlined fiduciary process, we create a unique username and password for you to access your own Fiduciary Briefcase through Ashwood Financial Partners’ website.
Fiduciary Briefcase site resources include:
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 Deliverables from the Ashwood Financial Partners team
Fiduciary Investment Reviews
Fiduciary Plan Reviews
B3 Provider Analysis and Benchmarking Reports