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Sample Plan Admin Calendar and Timeline (Canva)
Sample Participant Success Calendar and Timeline (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)
ERISA Section 404(c) Checklist (Canva)
Sample ERISA Section 404(c) Notice (Canva)
Am I A Fiduciary Questionnaire (Canva)
Plan Provider Review Checklist (Canva)
Sample Investment Policy Statement (MS Word/Canva)
Sample Conflict of Interest Policy (MS Word)
Sample Committee Charter (MS Word/Canva/PPT)
Identifying Plan Fiduciaries Worksheets (MS Word/PPT)
Committee Member Identification Worksheet (MS Word/PPT)
Committee Meeting Planning Worksheet (MS Word/PPT)
Info Sheet for Changing Providers Handout (PPT/Canva)
Advisor Evaluation Form Handout (PPT/Canva)
6 Tips for Changing Providers Handout (PPT/Canva)
Committee Worksheets (MS Word)
Committee Set-Up Slide Deck (PPT/Canva)
Committee Set-Up Presentation Packet (PPT)
Service Model Graphics (PPT)
Emails: Emails to Share Resources (Canva)
Retirement Services List (Google Doc)
Annual Review Packet (Canva)