From the latest retirement plan legislation and plan design trends to strategies for promoting and managing your business, our resources are here to help answer your questions and simplify your research.
Understanding how retirement plan fees can be paid (PDF)
Fee policy statement
Help your clients develop a repeatable, defendable process. This non-branded template can help you create a fee policy statement for all your clients.
Fee evaluation workbook
A workbook that can help you determine if the costs of a retirement plan are reasonable compared to the value received.
Download fee evaluation workbook (PDF)
Investment policy statement
Sample investment policy statements you can share with plan sponsors.
Client service calendar
Share this customizable calendar with your clients to help them stay on top of key dates regarding their retirement plan.