Coming Soon!
Order MY NEW BOOK - Coming soon!
The Enlightened Fiduciary
How to Master Retirement Plan Governance
By Kathleen Walsh Dulko, CPA
Get Your Copy Soon!HELLO
I'm Kathleen Dulko
I'm the creator of Fiduciary Checklist. In Y2K, I started my career in public accounting in Jacksonville, Florida. I spent almost ten years between two of the largest firms in the world, auditing corporate financial statements and their related retirement plans. Big 4 Accounting was one of the best experiences of my career. I learned so much about corporate structure, governance, and you guessed itā€¦retirement plans! I also learned the value of planning, documenting processes, and using checklists as a means to ensure everything is being accomplished.
Fiduciary Checklist
Learn more aboutĀ Fiduciary Checklist and how it can help reduce risk in your retirement plan.
File Room
Visit the File Room for access to free templates for plan governance and links to other helpful resources.
The Enlightened Fiduciary
Buy my new book here or receive a free copy with your purchase of Fiduciary Checklist!
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