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Online Report Access

Proper documentation is a must for plan governance. That’s why we created the Fiduciary Briefcase™, an online portal that serves as your
private fiduciary file. One that gives you 24/7 access to plan information, meeting summaries, compliance documents, newsletters, memos and so
much more. You can access this system by going to www.nfp.com/login, selecting Fiduciary Briefcase from the drop-down menu and then enter
your secure User ID and Password.

FIDUCIARY BRIEFCASE

Your resource where you will find all the documents
we provide to help you reduce the fiduciary liability
you face in managing your retirement plan.

Through this portal, we make pertinent plan data available to plan fiduciaries to help them better manage their plan, and organize their fiduciary file
in case of an audit. Examples of resources available to our clients are:

 Fiduciary Investment Review™  Organization of your plan’s file

 Investment policy statements and guidelines  Daily access to plan information
 Meeting minutes and service plans  Investment education information for investment committees

 Quarterly Market Reviews and plan sponsor newsletters  Fiduciary liability management and instant preparation for plan
 General retirement education and communications audits

 B3 Provider Analysis™ and Fiduciary Plan Review™

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