Business Management Tools:
In order to help simplify the implementation
and management the 401k Service Solution Process,
we have created some additional tools to help
you. You are welcome to make changes to the
spreadsheets or any of the tools to fit into
your business model and organizational structure.
Included in the Business Management Tools are:
1. Basic Requirements for working
with the 401k Service Solution templates
2. Implementing the 401k Service Solution process
for an Existing Client
3. Ongoing Monitoring Checklists once the Process
is Implemented
FSS has developed some basic
Microsoft Excel spreadsheets for you to
use as a starting point to developing a business
management process for your clients. These worksheets
include:
1. 401k Scheduling: A worksheet
to help you track your onsite investment education
meetings and travel expenses/time out of the
office. 2. Administrative Master Calendar: A
master calendar to help you track all of the
plans you have implemented an administrative
planning calendar with. 3. Participant Education Master Calendar:
A master calendar to help you track all of the
plans you have implemented a participant education
program calendar with. 4. Course Tracking for a Single Company:
A spreadsheet to document the 401k Service Solution
stages of completion for one client. 5. Monthly 401k TODO Tracking: A monthly
to-do spreadsheet to track 401k meetings and
prep required. 6. Individual Prep Sheets for 401k Meetings:
A sample checklist to help prep for client
meetings and can be customized to meet your
presentation style needs.
Subscriptions Only Available for Purchase on the
PPC Designee Site
