Retirement Plan Process

This process contains multiple presentation pieces in a modular format.  Some points to consider:

• You may use this process in any fashion you wish
• The entire binder as presented is both a presentation piece (generic version) or a client piece containing specific client information
• It is modular; you may pick and choose the modules that suit you and/or you may use as a presentation or client specific product
  
• Branding is up to you. Please note while each module in this presentation piece is approved; it is NOT approved for you or your brand.  You must run through RegEd but list that the material has been previously approved.
• If you outline your needs, Jennifer Verges will brand your presentation, but you must have your presentation approved by RegEd before use.

For Adisvors:

Retirement Plan Meeting Process

Retirement Plan Annual Review Meeting Prep- Checklist

Letter Options:

Value Add Proposition Sample Letter

Non-Responsive Plan Sponsor Sample Letter

Plan Termination Sample Letter

Presentation Documents:

8 Tab Divider Sample

Meeting Agenda Template

Meeting Minutes Template

List of Services Sample

Plan Sponsor Fiduciary Responsibility Check List Sample

Financial Wellness Concern Checklist