Vault Login

“The Health & Wellness System” that PHD. Retirement Consulting customizes, builds and writes uniquely for each client is a living document that includes the complete Documentable & Defensible Due Diligence Process™ that an auditor may find helpful in reviewing the plan. To facilitate a cleaner and quicker audit process electronic copies of all of the different parts of the Health & Wellness System are maintained in the secure Fiduciary Vault. Each client has a unique login that enables them to access the information at any time, and in the event of an actual audit the employers can provide a temporary password to the auditors for them to access the information directly.”

Letter to the Auditor

Log In