[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


Featured Posts
Recent Posts
Archive
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square
Search By Tags
Follow Us

CONTACT PWMG 401(k) ADVISORS

PWMG 401(k) Advisors

WORCESTER

324 Grove Street
Second Floor

Worcester, MA 01605

SPRINGFIELD 

1350 Main Street
10th Floor, Suite 1008

Springfield, MA 01103

OFFICE: (855) 508-401k
FAX: (508) 519-8426

WEB: www.pwmg401k.com

EMAIL: info@pwmg401k.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.