Fiduciary Vault

A Fiduciary Audit File is essentially a Plan documentation file. Documentation is critical to fulfilling the role of the fiduciary and it is important that the Plan maintain a readily accessible audit file to demonstrate that processes have been properly established, they have been adhered to, and that important decisions affecting the Plan have been documented correctly. This file is made up of internal reports and communications as well as external reports, documents, and agreements. Our Fiduciary Vault provides you with a way to easily organize these documents online so that no matter who is handling the plan from year to year they have all of the Plan's essential documents at their fingertips.

Contact Us

5757 Monroe Street
Sylvania, OH 43560
(419) 318-5500
(855) 258-6295