Exceeding your expectations.
Presidio Wealth Management's Fiduciary Vault is a proprietary documentation system. Fiduciary Vault is an electronic library for all of your plan-related documents that we would expect to be requested in an Internal Revenue Service or Department of Labor audit.
We believe you will come to rely on Fiduciary Vault as an invaluable source of efficiency, organization and guidance as you manage your retirement plan on a daily basis. No longer will you need to track and file signed documents, or endlessly sift through folders to find a single needed document.
We organize and securely archive all of your documents, even handling all necessary labeling or filing. Presidio also provides your firm with electronic reminders and clear guidance on any needed participant notices and plan amendments.
We help you become audit proof.
Presidio's Compliance Support Service help prepares your firm for an audit from the Internal Revenue Service or the Department of Labor. Working with your human resources team, we scrutinize your retirement plan procedures and your compliance with all regulations relating to plan documents, fiduciary requirements, participant notifications and employee education.
We also provide you with a written report identifying best practices that may help improve your plan's compliance.
You can access your Fiduciary Vault here.
Please contact us with any questions or if you would like help setting up a fiduciary vault. Contact