Free Template Tuesday Downloads Now Available Starting Aug 16, 2022
Every week inside the free VIP Resource Library, I give away one or more templates from the 401k Business in a Box Library (normally only available inside the paid program).
Here are this week’s free templates.
Service Your Clients:
Sample Meeting Minutes
Inside the Plan Compliance File in a Box, you’ll find sample Committee Meeting minutes to include in the Fiduciary Section to provide plan sponsors with a format for documenting the meeting and decisions made during those meetings.
Today you can access the Sample Meeting Minutes – in PowerPoint format. Inside the 401k Business in a Box, it’s also available in MS Word and in a Canva version.
Service your Clients:
Conflict of Interest One-Sheet Overview
One way to offer more value to existing clients (and prospects) is to educate them on conflicts of interest – how to recognize and avoid them.
Today you can access this Conflict of Interest One-Sheet (handout) that reviews potential conflicts of interest and how to recognize and avoid them.
Grow Your Business:
Compliance Calendar Social Media Graphics
Keeping plan sponsors informed of key compliance dates is simple with this set of social media graphics.
Today you can access the Compliance Calendar Social Media Graphics that you can customize and post on social media/
All three templates are available this week only inside the Free Resources VIP Library.
If your’e not already a member, click here to join now.