Canva Files
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)
Plan Compliance File Binder Section Divider Pages (Canva)
Customizable Plan Compliance File Binder Graphics (Canva)
Sample Participant Success Calendar and Timeline (Canva)
Sample Plan Admin Calendar and Timeline (Canva)
Sample QDIA Policy (MS Word/Canva)
Sample Cybersecurity 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
Plan Compliance File Social Media Graphics (Canva)
Committee / Advisor Responsibility Checklist (Canva)
Plan Updates Review Checklist (Canva)
401k Plan Compliance File Checklist (Canva)
Plan Compliance File Checklists by Plan Size (Canva)
Sample ERISA Section 404(c) Notice (Canva)
ERISA Section 404(c) Checklist (Canva)
Am I A Fiduciary Questionnaire (Canva)
Plan Provider Review Checklist (Canva)
Sample Investment Policy Statement (MS Word/Canva)
Sample Committee Meeting Minutes (MS Word/Canva/PPT)
Sample Committee Meeting Agenda (MS Word/Canva/PPT)
Sample Investment Committee Appointment Letter (MS Word/Canva/PPT)
Sample Employee Education Policy Statement (MS Word/Canva)
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)
Advisor Tri-Fold Brochure (Canva)
Roth Strategy Templates (Canva)
Emails: Emails to Share Resources (Canva)
Advisor Bi-Fold Brochure (Canva)
401k Best Practices Social Media Graphics (Canva)
Annual Review Packet (Canva)
Best Practices Quick Tips (Canva)
Best Practices Social Media Graphics (Canva)
Holiday Social Media Graphics (Canva)
News Flash Social Media Graphics (Canva)
Best Practices Blog 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)
