The 401k Service Solution™
TOOLS and Subscription OVERVIEW

Current literature list and subscription options

 
Standard
Professional
Premium
EDUCATION ADD-ONS
Power Point Presentations (+)
 
X
Participant Topic Fact Sheets (+)
 
X
Plan Sponsor Topic Fact Sheets (+)
 
X
Participant Meeting Prep Materials (+)
 
X

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To help you prepare for group or individual participant education meetings, the following meeting prep tools are available:

1. 401k Mtng Announcement Flyer1
2. 401k Indv Appt Sign-Up1
3. Group Meeting Poster2
4. Individual Consult Sign-up2
5. Email Program Sign-up Form
6. Gap Report Letter
7. Non-Enroll Signature Form (for participants that choose NOT to enroll, documentation for the plan sponsor to have the participant sign off on)
8. Skip Meeting Signature Form (to document a participant was given the ability to attend a group meeting and declined the education being provided)

Subscriptions Only Available for Purchase on the PPC Designee Site