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PPC™ Designees in good standing are given access to
new tools developed as well and in 2007 included the following:
- The 404(c) Checklist
- Bulleted provisions of the Pension Protection Act as it
relates to 401k Plans
- Document Review Checklist
- Provider Due-Diligence Checklist
- Signed Agreements Checklist
- Committee Responsibility Checklist
- Sample Meeting Minutes
- Sample Fiduciary Acknowledgement Letter
- Sample Service Commitment Agreement
- 15 Completed Plan Sponsor Education Topic Fact Sheets
to use with The Peak Administration Guide
- 20 Completed Participant Education Topic Fact Sheets to
use with the Advanced Investor Series
- Enhanced Employee Report Card Excel Spreadsheet
- Enhanced Participant Evaluation Excel Spreadsheet for
inputting questionnaire data
- Sample Dangers, Opportunities and Strengths for the Vision
Session Worksheet supplement
- Updated Course 2 and Course 6 Course Books to reflect
changes to the Pension Protection Act
- NEW Plan Sponsor Brochure
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