Fiduciary Briefcase™

TWO FACTOR AUTHENTICATION FOR ADDED PEACE OF MIND

We recognize that proper documentation is an important step in the fiduciary process. Please login with the username and password that was previously provided to you via email for access to your own Fiduciary Briefcase™ through our client portal below. The client portal will serve as your personalized depository for plan documents and reports, we post all deliverables to the site for secure, anytime-access.  Fiduciary Briefcase™ requires two factor authentication (TFA) for security purposes. TFA is an extra layer of security beyond the usual username and password requirement. Fiduciary Briefcase additionally generates a random authentication code that must be entered before portal access is granted. Please note that the authentication code is sent to your service team here at Retirement Consulting Group, (503) 225-1700 x105, and is valid for only 5 minutes. Make sure you are immediately available to coordinate through our service team and receive the authentication code. Once the extra step is completed, the authentication lasts for 120 days before it must be refreshed.

SAMPLE RESOURCES

• Customized Service Plan
• Meeting Minutes
• Committee Charter
• Disclosure Documents
• Investment Policy Statement
• Plan Documents
• Monthly Retirement Times Newsletters
• Quarterly Market Summaries
• Sample Employee Memos
• Participant Education Materials
• Assigned Plan Consultant Contact information
• Archived Retirement Consulting Group Deliverables
  • Fiduciary Investment Reviews™
  • Fiduciary Plan Reviews™
  • Benchmarking Reports