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Plan Compliance File Complete Kit
PRICE: One time payment of $997
A complete system to help plan sponsors document a prudent decision making process. Can be printed or used digitally. Kit includes:
- Compliance File Kit Playbook (walking you step-by-step through how to use this template kit)
- Organized Set of Compliance Documents that includes:
- Document Retention Checklist
- 20+ Individual Compliance Documents Covering the Following Key Areas:
- Fiduciary
- Investment
- Plan Provider
- Participant
- Plan Administration
- Audit File Checklists by Plan Size
- Physical Binder Graphics to Customize/Print
- Cover
- Spine
- Section Introductions (Overview and Checklist of what to include)
- BONUS: Collect Leads Online with the Compliance File Checklist Complete Campaign (copy-and-paste text to use on your opt-in and thank you pages, and follow-up emails)
- BONUS: Plan Policy Pack (includes a set of six policies / best practices you can share with plan sponsors)
Have you considered joining the 401k QB Program?
As a 401k QB, you get this kit, along with 5 other full kits, additional kits as they become available, 1-on-1 coaching, direct access to me anytime you have questions, free access to the training programs released on this site, and tons of other bonuses... Click here to learn more.
Payment Amount:
$997.00
