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Proven Strategies to Grow a Successful 401k Practice

The 401k Committee in a Box Complete Kit

With the Investment Committee in a Box Complete Kit, you can help plan sponsors set up and run an effective committee, add more value to the plans you already manage, and even offer a new service or project work.

Advisor Education Toolbox (PDF)

Advisor Education Toolbox (PDF)

Investment Committee Starter Kit  (PDF/PPT/Canva)

Investment Committee Starter Kit (PDF/PPT/Canva)

Committee in a Box Playbook (PDF)

Committee in a Box Playbook (PDF)

Committee Starter Kit Opt-in Funnel (PDF/ClickFunnels)

Committee Starter Kit Opt-in Funnel (PDF/ClickFunnels)

Committee Services Marketing One-Sheet (PPT/Canva)

Committee Services Marketing One-Sheet (PPT/Canva)

IC Starter Kit Promotion Graphics (Canva)

IC Starter Kit Promotion Graphics (Canva)

Committee Set-Up Presentation Packet (PPT)

Committee Set-Up Presentation Packet (PPT)

Conflict of Interest Educational One-Sheet (PPT/Canva/MS Word)

Conflict of Interest Educational One-Sheet (PPT/Canva/MS Word)

Committee Set-Up Slide Deck (PPT/Canva)

Committee Set-Up Slide Deck (PPT/Canva)

Committee Worksheets (MS Word)

Committee Worksheets (MS Word)

Committee Set-Up Proposal (MS Word)

Committee Set-Up Proposal (MS Word)

Committee Starter Kit Follow-Up Emails (MS Word)

Committee Starter Kit Follow-Up Emails (MS Word)

Committee Meeting Planning Worksheet (MS Word/PPT)

Committee Meeting Planning Worksheet (MS Word/PPT)

Sample Conflict of Interest Policy (MS Word)

Sample Conflict of Interest Policy (MS Word)

Sample Committee Charter (MS Word/Canva/PPT)

Sample Committee Charter (MS Word/Canva/PPT)

Sample Code of Ethics (MS Word/PPT)

Sample Code of Ethics (MS Word/PPT)

Identifying Plan Fiduciaries Worksheets (MS Word/PPT)

Identifying Plan Fiduciaries Worksheets (MS Word/PPT)

Committee Member Identification Worksheet (MS Word/PPT)

Committee Member Identification Worksheet (MS Word/PPT)

Sample Investment Committee Appointment Letter (MS Word/Canva/PPT)

Sample Investment Committee Appointment Letter (MS Word/Canva/PPT)

Sample Committee Meeting Agenda (MS Word/Canva/PPT)

Sample Committee Meeting Agenda (MS Word/Canva/PPT)

Sample Committee Meeting Minutes (MS Word/Canva/PPT)

Sample Committee Meeting Minutes (MS Word/Canva/PPT)

Sample Investment Committee Resignation Letter (MS Word/PPT)

Sample Investment Committee Resignation Letter (MS Word/PPT)

Sample Trustee Appointment Letter (MS Word)

Sample Trustee Appointment Letter (MS Word)

Sample Investment Policy Statement (MS Word/Canva)

Sample Investment Policy Statement (MS Word/Canva)

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