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Welcome to your Fiduciary Briefcase.

Your Briefcase allows you to access the documents we provide to help reduce the fiduciary liability in managing your retirement plan.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Phone: 866.338.0097 • info@fidelisfiduciary.com

Investment advice offered through Fidelis Fiduciary Management, A Registered Investment Advisor.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

Contact

Fidelis Fiduciary Management

Office:

866-338-0097

14502 N. Dale Mabry Highway
Suite 328
Tampa, FL 33618