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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)
Sample QDRO Policy Statement (MS Word/Canva)
Sample Loan Monitoring Policy Statement (MS Word/Canva)
Participant Education Program Checklist (Canva)
Investment Committee Recommended Reading Form
Committee / Advisor Responsibility Checklist (Canva)
Sample ERISA Section 404(c) Notice (Canva)
Sample Employee Education Policy Statement (MS Word/Canva)
Sample Investment Policy Statement (MS Word/Canva)
Sample Trustee Appointment Letter (MS Word)
Sample Investment Committee Resignation Letter (MS Word/PPT)
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)
Identifying Plan Fiduciaries Worksheets (MS Word/PPT)
Sample Code of Ethics (MS Word/PPT)
Sample Conflict of Interest Policy (MS Word)
Sample Committee Charter (MS Word/Canva/PPT)
Committee Member Identification Worksheet (MS Word/PPT)
Committee Meeting Planning Worksheet (MS Word/PPT)
Committee Starter Kit Follow-Up Emails (MS Word)
Committee Set-Up Proposal (MS Word)
Committee Worksheets (MS Word)
Committee Set-Up Slide Deck (PPT/Canva)
Committee Starter Kit Opt-in Funnel (PDF/ClickFunnels)
Committee Services Marketing One-Sheet (PPT/Canva)
IC Starter Kit Promotion Graphics (Canva)
Committee Set-Up Presentation Packet (PPT)
Conflict of Interest Educational One-Sheet (PPT/Canva/MS Word)
Investment Committee Starter Kit (PDF/PPT/Canva)
Advisor Education Toolbox (PDF)
Committee in a Box Playbook (PDF)
Best Practices Slides (PPT/Keynote)
Best Practices Quick Tips (Canva)
Best Practices Funnel (PDF/ClickFunnels)
Best Practices Emails (MS Word)
Best Practices Social Media Graphics (Canva)
Best Practices Blog Graphics (Canva)
Best Practices Blog Posts (MS Word)
Best Practices Book (Resource)
Best Practices Advisor Training (Video)