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Canva Files
Sample Plan Admin Calendar and Timeline (Canva)
Sample Participant Success 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 Committee Recommended Reading Form
Investment Policy Statement Review Checklist
Investment Review Checklist
Service Agreement Checklist
Committee / Advisor Responsibility Checklist (Canva)
401k Plan Compliance File Checklist (Canva)
Plan Updates Review Checklist (Canva)
Sample ERISA Section 404(c) Notice (Canva)
Am I A Fiduciary Questionnaire (Canva)
ERISA Section 404(c) Checklist (Canva)
Plan Provider Review Checklist (Canva)
Sample Employee Education Policy Statement (MS Word/Canva)
Sample Committee Meeting Agenda (MS Word/Canva/PPT)
Sample Investment Policy Statement (MS Word/Canva)
Sample Committee Meeting Minutes (MS Word/Canva/PPT)
Sample Investment Committee Appointment Letter (MS Word/Canva/PPT)
Sample Committee Charter (MS Word/Canva/PPT)
Social Media Cover Photo Graphics (Canva)
Quotes Social Media Graphics (Canva)
Advisor Evaluation Form Handout (PPT/Canva)
6 Tips for Changing Providers Handout (PPT/Canva)
Info Sheet for Changing Providers Handout (PPT/Canva)
Committee Set-Up Slide Deck (PPT/Canva)
Conflict of Interest Educational One-Sheet (PPT/Canva/MS Word)
Committee Services Marketing One-Sheet (PPT/Canva)
Investment Committee Starter Kit (PDF/PPT/Canva)
Best Practices Social Media Graphics (Canva)
Best Practices Quick Tips (Canva)
Emails: Emails to Share Resources (Canva)
Advisor Bi-Fold Brochure (Canva)
Advisor Tri-Fold Brochure (Canva)
Holiday Social Media Graphics (Canva)
Roth Strategy Templates (Canva)
Best Practices Blog 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 Featured Image Graphics (Canva)
Blog Post Social Media Graphics (Canva)
Annual Review Packet (Canva)