(402) 461-4893  preston@eladvisors.us
Mon - Fri 8am - 5pm
(402) 461-4893  preston@eladvisors.us
Mon - Fri 8am - 5pm
Hastings, Nebraska Financial Advisors

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September 6, 2021
ERISA requires employers to retain certain documents. These records are critical if your plan were ever to be challenged by the IRS, DOL or plan participants. We recommend saving the following in some type of fiduciary briefcase: Agendas Fiduciary Investment Reviews Meeting Minutes Plan Governance Documents (such as): Board Resolutions Charters Acceptance/Resignations Plan Reviews Educational...
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