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