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)
Plan Compliance File Binder Section Divider Pages (Canva)
Customizable Plan Compliance File Binder Graphics (Canva)
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 Loan Monitoring Policy Statement (MS Word/Canva)
Sample QDRO Policy Statement (MS Word/Canva)
QDRO Info Sheet (Canva)
Sample Participant Loan Policy (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 Compliance File Checklists by Plan Size (Canva)
401k Plan Compliance File Checklist (Canva)
Plan Updates Review Checklist (Canva)
Am I A Fiduciary Questionnaire (Canva)
Sample ERISA Section 404(c) Notice (Canva)
ERISA Section 404(c) Checklist (Canva)
Plan Provider Review Checklist (Canva)
Sample Employee Education Policy Statement (MS Word/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 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 Blog Graphics (Canva)
Best Practices Quick Tips (Canva)
Annual Review Packet (Canva)
Advisor Tri-Fold Brochure (Canva)
Advisor Bi-Fold Brochure (Canva)
Emails: Emails to Share Resources (Canva)
Roth Strategy Templates (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)
