Ongoing Marketing Tools Available:

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