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Fiduciary Briefcase

Our online, cloud-based file storage system provides 24/7 access to all of your important fiduciary documents.

The Fiduciary Briefcase™ is a proprietary online portal designed to be your private filing system in the virtual world. Housing meeting summaries, compliance documents, newsletters and so much more, the Fiduciary Briefcase gives your committee anytime access to pertinent plan information and readily prepares your plan for audit.

Online Protection for Added Peace of Mind

We recognize that proper documentation is an important step in the fiduciary process. At the onset of each client relationship, we create a username and password for you to access your own Fiduciary Briefcase through our website. Serving as your personalized depository for plan documents and reports, we post all deliverables to the site for secure, anytime-access.

Site 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 Defined Plan Advisors Deliverables
  • Fiduciary Investment Reviews™
  • Fiduciary Plan Reviews™
  • Provider Analysis™ & Benchmarking Reports

For more information, contact our office at or call us at 877-273-8413.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Defined Plan Advisors or Retirement Plan Advisory Group. Investor Disclosures: ACR# 3548770 04/21

Current Clients of Defined Plan Advisors can click on the button below to login to their fiduciary briefcase account.

Login to my Fiduciary Briefcase