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:
So how can we help you?