The following tools are available for you to view as you look to better understand the benefit of The 401k Service Solution™ and how these tools can help meet the needs of your company. These tools are offered only through a certified Professional Plan Consultant (PPC) Designee. For more information, contact a PPC near you.

General Information

Plan Sponsor Brochure – Do You Have a Successful Plan?

The 401k Service Solution™ Handbook for Plan Sponsors and Fiduciaries (Read-only PDF)

Step One – The Vision Session
Identifying goals, objectives & shortfalls.

The Vision Session Course Book (Read-only PDF)

Sample Employer Report Card

Step Two - A Solid Foundation
Writing and applying an Investment Policy Statement.

Sample IPS IQ Quiz

Sample ERISA Compliance Checklist

Sample Summary of Course Four Including Expense Comparison (Read-only PDF)

Step Five - The Advanced Investor Series
Developing an employee education plan.

Sample Summary of Course Five Including Education Program (Read-only PDF)

Sample Education Fact Sheet

Step Six - The Peak Administration Guide
Managing your plan for success.

Sample Summary of Course Six Including Plan Administration Calendar (Read-only PDF)

Sample Fiduciary Education Fact Sheet