Annual Plan Review Packet
Open this in Canva, modify for your specific client, and this to take on an Annual Plan Review Appointment.
(Note – these are enhanced items you add to the annual plan report you typically provide that cover the investment review, participation rates, etc.)
Includes:
- Plan Process Overview
- Prior Year Activity Report
- Quarterly Services
- Investment Policy Statement Review Checklist
- Operational Compliance Checklist
- Prudent Process Calendar w/Key Compliance Dates
- Participant Communications Calendar w/Key Delivery dates