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

Consulting and investment advisory services offered through PHD. Retirement Consulting (the d/b/a of Boulder Wealth Management, LLC, a Registered Investment Advisor.) Non-investment consulting services provided by PHD. Consulting, LLC, a separate entity. PHD. Retirement Consulting and Boulder Wealth Management are authorized to conduct business in all 50 states. PHD. Retirement Consulting is connected with the Retirement Partners Consulting Group of LPL Financial, the largest alliance of professional retirement plan consultants in the industry. PHD. Consulting, LLC and PHD. Retirement Consulting are separate companies and unaffiliated from LPL Financial.

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Vault Login

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