Retirement & Benefits

Fiduciary Briefcase

For our corporate clients, HawsGoodwin Wealth’s fiduciary support services include:

  • Fiduciary Training and Education to Committee
  • Plan Governance Documents – Board Resolution, Fiduciary Acknowledgements and Committee Charter
  • ERISA Fiduciary Calendar and Plan Management Responsibilities Fiduciary DiagnosticTM
  • Fiduciary Compliance Reviews to Document Completion of Plan Management Responsibilities
  • Plan and Benefit Design Evaluations
  • Annual Fee and Expense Analysis vs. Industry Averages
  • Quarterly Legal and Compliance Updates
  • Virtual Fiduciary File to Organize and Store Plan Documentation

In addition, our corporate clients can connect to a secure Fiduciary Briefcase, a handy library containing important plan documents such as , plan reviews, fee evaluations, investment menu monitoring reports, etc. compiled to aid the fiduciary responsibility faced when managing your retirement plan.

Plan sponsors, access the secure portal here:


More Retirement & Benefits Services:

Corporate Retirement Plans

Employee Benefits

So how can we help you?

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