Password-protected, secure web portal which stores all plan related information to assist clients with their recordkeeping efforts and plan oversight.

As a plan sponsor, fulfilling your fiduciary requirements can be daunting.  Specifically, keeping track of the many documents related to the creation and ongoing oversight of your plan can easily go awry.   Cobb Retirement Solutions helps our clients manage this important duty by providing the ability to store current and archived plan information via a secure web portal.

Via our website, we create a customized portal for each retirement plan.  Each portal is password-protected and can allow for differing levels of access.  Some of the information that can be stored in a custom portal includes:

• Plan documents
• Board resolutions
• Committee charters
• Investment policy statements
• Minutes from committee meetings
• Plan audits
• Enrollment forms and other educational materials