Fiduciary Briefcase

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Fiduciary Briefcase™: Online Protection. For Added Peace of Mind.

As a plan sponsor and fiduciary of your company’s retirement plan, keeping an up-to-date fiduciary file is critical. The Fiduciary Briefcase is a proprietary online portal designed to be your private filing system. The Fiduciary Briefcase affords you any-time access to pertinent plan information, and prepare your plan for audit. Items that we will organize for you:

Fiduciary Education

  • Education Presentations & Handouts
  • Certificates of Completion

Fiduciary Plan Review

  • Review Reports
  • Meeting Summaries

Newsletters

  • Monthly Plan Sponsor Newsletters

Participant Services

  • Education Presentations & Handouts
  • Monthly Memos

Plan Documents

  • Adoption Agreement, Amendments, Policies
  • Summary Plan Description
  • Investment Policy Statement
  • Two West Service Agreement
  • Two West ADV II
  • Two West Annual Report & 408(b)(2)
  • Plan Providers’ Service Agreements
  • Plan Providers’ 408(b)(2) Fee Disclosures
  • 404(a)(5) Fee Disclosures
  • Fund Change Notices

Provider Benchmarking

  • RFP Analysis Report
  • RFP Meeting Summaries
  • Provider Fee Comparison