https://www.yoursummit.com

What’s in your Fiduciary File?

Investments

If the Department of Labor were to ever knock on your door, we want you to be prepared! Applying the essential requirements and best practice ideas on how to safely store fiduciary documents could help to lessen the possibility of litigation.

Watch this 90 second video to learn more about:

  • the primary documents that should be organized and accessible
  • other important documents and
  • how long you should store them

Summit Consolidated Group, Inc.

Corporate Headquarters
5420 LBJ Freeway, Suite 1940
Dallas, Texas 75240

Toll Free: 800-475-0991
Fax: 918-663-0840

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