Video: What's In Your Fiduciary File


If the Department of Labor were to ever knock on your door, we want you to be prepared! Applying the essential requirements and best practice ideas on how to safely store fiduciary documents could help to lessen the possibility of litigation.

Watch this 90 second video to learn more about:

  • the primary documents that should be organized and accessible

  • other important documents and

  • how long you should store them

What’s in Your Fiduciary File?

WATCH VIDEO >>


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PWMG 401(k) Advisors

WORCESTER

324 Grove Street
Second Floor

Worcester, MA 01605

SPRINGFIELD 

1350 Main Street
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Springfield, MA 01103

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

WEB: www.pwmg401k.com

EMAIL: info@pwmg401k.com

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