Canva Files
Education Guide – Participant Success (Canva)
Education Guide – Service Provider Due Diligence (Canva)
Education Guide – Fiduciary Best Practices (Canva)
Education Guide – Investment Policy (Canva)
Education Guide – Managing a Successful Plan (Canva)
New Client Onboarding Packet (large plan) (Canva)
New Client Onboarding Packet (medium plan) (Canva)
New Client Onboarding Packet (small plan) (Canva)
Investment Policy Statement Packet (Canva)
Generic Quarterly Plan Review Packet (Canva)
Customizable Plan Compliance File Binder Graphics (Canva)
Plan Compliance File Binder Section Divider Pages (Canva)
Sample Participant Success Calendar and Timeline (Canva)
Sample Plan Admin Calendar and Timeline (Canva)
Sample Cybersecurity Policy (MS Word/Canva)
Sample QDIA Policy (MS Word/Canva)
Sample Missing Participant and Uncashed Checks Policy (MS Word/Canva)
Sample Participant Loan Policy (MS Word/Canva)
QDRO Info Sheet (Canva)
Sample QDRO Policy Statement (MS Word/Canva)
Sample Loan Monitoring Policy Statement (MS Word/Canva)
Participant Education Program Checklist (Canva)
401k Plan Disclosure Retention Guidelines
Participant Disclosures Checklist
Investment Policy Statement Review Checklist
Investment Committee Recommended Reading Form
Investment Review Checklist
Service Agreement Checklist
Plan Compliance File Social Media Graphics (Canva)
Committee / Advisor Responsibility Checklist (Canva)
401k Plan Compliance File Checklist (Canva)
Plan Updates Review Checklist (Canva)
Plan Compliance File Checklists by Plan Size (Canva)
Am I A Fiduciary Questionnaire (Canva)
ERISA Section 404(c) Checklist (Canva)
Sample ERISA Section 404(c) Notice (Canva)
Plan Provider Review Checklist (Canva)
Sample Employee Education Policy Statement (MS Word/Canva)
Sample Investment Committee Appointment Letter (MS Word/Canva/PPT)
Sample Committee Meeting Agenda (MS Word/Canva/PPT)
Sample Investment Policy Statement (MS Word/Canva)
Sample Committee Meeting Minutes (MS Word/Canva/PPT)
Sample Committee Charter (MS Word/Canva/PPT)
Social Media Cover Photo Graphics (Canva)
Quotes Social Media Graphics (Canva)
6 Tips for Changing Providers Handout (PPT/Canva)
Info Sheet for Changing Providers Handout (PPT/Canva)
Advisor Evaluation Form Handout (PPT/Canva)
Committee Set-Up Slide Deck (PPT/Canva)
Committee Services Marketing One-Sheet (PPT/Canva)
Conflict of Interest Educational One-Sheet (PPT/Canva/MS Word)
Investment Committee Starter Kit (PDF/PPT/Canva)
Advisor Bi-Fold Brochure (Canva)
Emails: Emails to Share Resources (Canva)
Roth Strategy Templates (Canva)
Advisor Tri-Fold Brochure (Canva)
Best Practices Social Media Graphics (Canva)
Best Practices Quick Tips (Canva)
Annual Review Packet (Canva)
Holiday Social Media Graphics (Canva)
News Flash Social Media Graphics (Canva)
401k Best Practices Social Media Graphics (Canva)
Miscl Social Media Graphics (Canva)
Call to Action Social Media Graphics (Canva)
Compliance Calendar Social Media Graphics (Canva)
Definition Social Media Graphics (Canva)
Resource Share Social Media Graphics (Canva)
Personal / Fun Social Media Graphics (Canva)
Blog Post Social Media Graphics (Canva)
Blog Post Featured Image Graphics (Canva)
