Committee
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)
Participant Disclosures Checklist
Investment Committee Recommended Reading Form
Investment Policy Statement Review Checklist
Investment Review Checklist
Service Agreement Checklist
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)
Sample Committee Charter (MS Word/Canva/PPT)
Sample Conflict of Interest Policy (MS Word)
Sample Code of Ethics (MS Word/PPT)
Identifying Plan Fiduciaries Worksheets (MS Word/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 Services Marketing One-Sheet (PPT/Canva)
Committee Starter Kit Opt-in Funnel (PDF/ClickFunnels)
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 Advisor Training (Video)
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 Slides (PPT/Keynote)
