The Fiduciary Briefcase gives your committee anytime access to pertinent plan information and readily prepares your plan for audit. It does this by housing meeting summaries, compliance documents, newsletters, and more.
Proper documentation is a must for plan governance. RPAG’s Fiduciary Briefcase is an online portal that serves as your private fiduciary file. It gives you and your clients 24/7 access to plan information, meeting summaries, compliance documents, newsletters, memo.
Fiduciary Briefcase Unique Differentiators
Proper documentation is a must for plan governance. RPAG’s Fiduciary Briefcase is an online portal that serves as your private fiduciary file. One that gives you and your clients 24/7 access to plan information, meeting summaries, compliance documents, newsletters, memos, and so much more.
- Seamlessly integrated into the RPAG® portal, it gives you one-click upload ability when you create a client report in the system
- Add any other document you see fit
- Ability to show up-to-date plan-level information, service plans and much more
- Affords your clients anytime access to pertinent plan information
- Readily prepares your clients for a plan audit
Direct your clients to www.fiduciarybriefcase.com or add the login widget to your own website.