Establish thoughtful governance practices for a smoothly running plan
We can help you simplify daily administration and investment oversight by assisting with:
- Establishment of a board resolution
- Committee member acceptances
- Committee Charter
- Investment Policy Statements
- Quarterly monitoring reports
- Meeting minutes
- Fiduciary Briefcase™, our virtual documentation tool
Proper documentation is a must for plan governance. The Fiduciary Briefcase™ is an online portal which serves as your private fiduciary file.
Fiduciary Briefcase™ gives you 24/7 access to plan information, meeting summaries, compliance documents, newsletters, memos, and much more.
The Fiduciary BriefcaseTM technology is not proprietary to IMA Wealth, Inc. This technology is offered through the RPAG platform. RPAG and IMA Wealth, Inc. are separate, non-affiliated companies. IMA Wealth, Inc. pays RPAG for use of their platform and resources.