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[Infographic] Managing Your Fiduciary Duty


Keeping proper documentation is a good way for plan sponsors and fiduciaries to show compliance with applicable laws and regulations. If the Department of Labor (DOL) or Internal Revenue Service (IRS) knocks on your door, there are certain documents that should be complete and on file.

So, what should you have in your fiduciary vault? Download and save our "Managing Your Fiduciary" infographic to review our proper documentation checklist!

DOWNLOAD INFOGRAPHIC


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CONTACT PWMG 401(k) ADVISORS

PWMG 401(k) Advisors

 

11 Foster Street, Suite 200

Worcester, MA 01608

OFFICE:   (508) 749-0352

FAX:         (508) 519-8426

WEB:        www.pwmg401k.com

EMAIL:     mlemay@pwmgllc.com

Check the background of this firm on FINRA’s BrokerCheck.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CT, DC, DE, FL, GA, IN, MA, MD, ME, MO, NC, NH, NJ, NM, NY, PA, RI, SC, TX, UT, VA, VT, WA, WV.