Prospect Drip Program Complete Kit
Monthly drip content to nurture and convert 401k leads into clients
12 Blog Posts
Drip Content Editing Tips
Complete Campaign – 404c Checklist (PDF)
Prospect Drip Content Playbook (PDF)
Complete Campaign – Sample IPS (PDF)
Complete Campaign – Fiduciary Questionnaire (PDF)
Complete Campaign – Provider Review Checklist (PDF)
Complete Campaign – Plan Updates Checklist (PDF)
Complete Campaign – Compliance File Checklist (PDF)
Complete Campaign – Committee Charter (PDF)
12-Month Prospect Drip Program Planning Spreadsheet (Google Sheets)
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)
Drip Email Set – 5 Things Every Plan Sponsor Should Document (MS Word)
Drip Email Set – Understanding What it Means to Document a Prudent Process (MS Word)
Drip Email Set – Avoiding the Most Common 401(k) Operational Failures (MS Word)
Drip Email Set – Not All Target Date Funds are Equal (MS Word)
Drip Email Set – Changing Service Providers – What You Need to Document (MS Word)
Drip Email Set – Three Ways to Benchmark Your 401(k) Plan (MS Word)
Drip Email Set – Understanding the Different 401(k) Service Providers (MS Word)
Drip Email Set – Are You a Fiduciary? (MS Word)
Drip Email Set – Using ERISA Section 404(c) to Limit Fiduciary Liability (MS Word)
Drip Email Set – What is an Investment Policy Statement? (MS Word)
401k Plan Compliance File Checklist (Canva)
Plan Updates Review Checklist (Canva)
Am I A Fiduciary Questionnaire (Canva)
ERISA Section 404(c) Checklist (Canva)
Plan Provider Review Checklist (Canva)
Blog Post Image Sample Text and Tracker (Google Sheets)
Drip Program Content (MS Word/PDF)
Sample Investment Policy Statement (MS Word/Canva)
Sample Committee Charter (MS Word/Canva/PPT)
Advisor Tri-Fold Brochure (Canva)
Blog Post Featured Image Graphics (Canva)
Blog Post Social Media Graphics (Canva)
Retirement Services List (Google Doc)
