$999.00 USD

Fiduciary Checklist

If you feel like you are ready to take the next step towards effective plan governance, then Fiduciary Checklist is the tool for you! Here is what you'll receive when you subscribe today:

  • A monthly focused checklist to assist you with the oversight of your retirement plan, delivered directly to your email.
  • Access to resources that compliment the monthly checklists in The File Room.
  • A plan benchmark report prepared by Erisapedia (if your plan files a 5500).
  • A summary of your plan’s investment options using data from Morningstar.
  • A copy of my new book, when available!