Onboarding Packet for New Clients (0-5 million)
Easy to customize to match your brand and edit in Canva, this new Client Onboarding Packet includes:
- Cover (add your client’s logo and contact info)
- Getting Started Page (outlines what to expect)
- Engagement Contracts Section
- Welcome letter with New Client Process Outlined
- Set up Compliance file with
- Compliance File Checklist (for small plan market)
- Identify Success Criteria with
- Goals and Objectives Worksheet
- Identifying Fiduciaries Worksheet
- IPS Data page
- Implement a Prudent Process with
- Sample Plan and Participant Success Timeline (for small plan market)
- Managing a Successful Plan Education Guide