Participant Complete Kit
Sample Participant Success Calendar and Timeline (Canva)
Sample Loan Monitoring Policy Statement (MS Word/Canva)
Sample Participant Loan Policy (MS Word/Canva)
Sample Missing Participant and Uncashed Checks Policy (MS Word/Canva)
Participant Education Program Checklist (Canva)
Participant Disclosures Checklist
Complete Campaign – 404c Checklist (PDF)
Drip Email Set – Using ERISA Section 404(c) to Limit Fiduciary Liability (MS Word)
Drip Email Set – How to Design an Effective Employee Wellness Program (MS Word)
Drip Email Set – What to Do When Employees Don’t Participate in their 401(k) Plan (MS Word)
ERISA Section 404(c) Checklist (Canva)
Sample ERISA Section 404(c) Notice (Canva)
