Do you work with Investment Committees (or want to work with more of them)?

Leverage this set of done-for-you templates so you have the formal process to...

Help your current clients and bullet-proof that business by addressing this with them.

Move up market and work with larger plans that have (or should have) a formal committee in place.

ACCESS A COMPLETE INVESTMENT COMMITTEE SET OF DOCUMENTS ALONG WITH PRINTABLE COMMITTEE PACKET AND PRESENTATION SLIDE DECK

This Done-For-You Committee Kit Includes:*
  • 17 Individual Committee Templates:
  • ​​Plan Fiduciary Worksheet version 1
  • ​Plan Fiduciary Worksheet version 2
  • ​Investment Policy Statement Template
  • Conflict of Interest Policy Template
  • Trustee Appointment Letter Template
  • ​Trustee Acceptance Letter Template
  • Committee Meeting Minutes Template
  • ​Committee Agenda Template
  • ​Sample Committee Quarterly Topic Add-Ons
  • ​Committee Meeting Planning Checklist
  • ​Committee Meeting Planning Worksheet
  • ​Committee Appointment Letter Template
  • ​Committee Acceptance Letter Template
  • ​Committee Resignation Letter Template
  • ​Recommended Reading Form for Fiduciaries
  • ​Code of Ethics Template
  • ​Committee Charter (Bylaws) Template
  • ​25-Page Presentation Packet - to print and take with you to show plan sponsors what the full Committee Kit looks like altogether
  • ​35-Page Presentation Slide Deck - for going over the complete kit with plan sponsors as they review the individual templates
  • ​A Conflict of Interest One-Pager - to help committees understand what would be considered a conflict of interest as they make plan decisions
* Includes Free Lifetime Updates

YOU ALSO GET THESE BONUSES:

BONUS #1

GET LEADS ONLINE
with the
INVESTMENT COMMITTEE STARTER KIT

You also get a complete campaign to collect leads online by offering a free Investment Committee Starter Kit. This add-on package includes:
  • An 18-page Investment Committee Starter Kit - to give away that includes 5 Sample Committee Forms, 5 One-Pagers, and a page to add your firm's info. This is completely editable.
  • ​Text to Copy and Paste onto a Landing Page and Thank You page - These are the webpages you'd set up that offer your Best Practices Training in exchange for their name and email address, then provide details on how to access
  • Social Media Images - For posting on your website to collect leads, and on social media to drive traffic to your opt-in form
  • 7 Follow-Up Emails - for delivering the Investment Committee Starter Kit and offering additional value to your new 401(k) leads

BONUS #2

MARKETING ONE-SHEET

To help you promote your Committee Services, you also get:
  • ​A Marketing Sales Sheet - that discusses the importance of having a committee and how you can help them with the set up and ongoing operation their plan's investment committee

BONUS #3

SERVICE & PRICING PROPOSAL

If you're offering this service a la carte as an optional service, or you simply want a way to describe this service offering in your marketing, this gives you:
  • Language for Your Service Offering Proposal - super easy to edit and add your own brand colors and contact information

BUY NOW AND GET INSTANT ACCESS...

Total Value: Over $1,500.00

GETTING STARTED IS SIMPLE WITH THE STEP-BY-STEP PLAYBOOK

This Getting-Started Guide Includes:
  • Frequently Asked Questions: From how to present this to existing clients, to how to use these templates to generate new leads, we've got you covered...
  • ​Complete Inventory List of Contents: The best way to start using the templates is to understand what's available...
  • Step-by-Step Committee Roadmap: This playbook walks you through 7 steps to take to help you prioritize and hit the ground running
  • ​Compliance Checklist: You know how important compliance is, this checklist tells you what to update first and send, and helps you track what's been approved already
  • Power Tips: Final tips to help plan sponsors with the ongoing management of their committee

HERE'S HOW IT WORKS...

01

log into the
member library

When you purchase a kit, you'll get login credentials to the Member Dashboard where you'll have instant access to your new templates

02

download /access desired templates

Download the Powerpoint or Word documents directly to your hard drive (or click the link and open select documents in Canva)

03

customize and
start using

Add your logo, contact information, disclosures, and make any other changes to the templates (you have complete control over the customization) and start using the material in your business
"This was exactly what I wanted - excellent - thank you!

"I loved the clarity and step-by-step approach.

"I'd tell other advisors considering this to definitely purchase the kit as a guide for assisting your workplace fiduciary clients in meeting their committee responsibilities."
ROBB S.

BUY NOW AND GET INSTANT ACCESS...

Total Value: Over $1,500.00

Want ALLLL the resources, sales and service templates, and personalized support?

BECOME A 401K QUARTERBACK
AND TAKE YOUR BUSINESS TO THE NEXT LEVEL

DONE-FOR-YOU CONTENT LICENSE TERMS

By purchasing a document kit from us, you are buying a special license that gives you permission to use our content in a variety of ways in your own business. This includes but is not limited to any content that’s part of the “401k Business in a Box” subscription toolkit.

Please review the license terms below, full site terms found here, and if you have any questions or if you’re unsure of something, please contact me.

What You Can Do with the Editable Documents:

You can sell (or give away at no cost) the content to your plan sponsor clients with personal use only rights.
You can edit the content, add to content, or just sell the content as is.
You can put your personal name and business name on the content.
You can add your business logo to it and change the document colors.
You can completely modify the content to edit the text, the titles, the order of it - it's completely editable.
You can use the content on your website, blog or in your newsletter.
You can bundle the content with your other paid programs and services.
You can use the content for creating a giveaway to grow your list.
You can use the content as a bonus to a paid product or service.
You can add the content to your existing client service models.
You can sell the content as part of project work to new clients.
This content can be used as inspiration to create audio or video files.
You may publish it offline as a free or paid workshop, class, program, product.
You can give the content away to your paid clients/customers/members.

What You Can NOT Do With The Content You Buy from Us:

Your customers or clients may not give away or sell the content after purchasing from you – if they would like to do so, they need to purchase the content directly from our website. (e.g. if you're a plan advisor - your plan sponsor clients can't give it away to other companies or sell it to others, and if your'e a wholesaler or provider, you can't give this to advisors to then sell or give away to their plan sponsors - that would require an enterprise license - contact me for more information)
You may not load the content up on Kindle as a book (that’s against Amazon’s terms of service and can get your account banned).
You may not sell the content through auction sites, dime sales/firesales.
You may not give away, transfer, or sell your license to this content.
You may not give away, transfer, or sell resell rights or master resell rights.
You may not transfer the rights you have to your customer.

Refunds

There is a 14-day money-back guarantee on all products and programs offered.  If you are not completely satisfied, email me within 14 days of purchase for a full refund.  Due to the digital nature of the Content, and the fact that you'll have been able to download everything to your hard drive, I will ask that you destroy your hard drive and send pictures (kidding).  If you have questions, please contact me first and I’d be happy to give you a  tour, sample documents, answer any questions you have, etc. because I want this investment to be the best investment you ever made in your business and want to avoid refunds by 1) making sure you know exactly what you're getting and 2) overdeliver the value so you'd never in a million years want to give up the new resources you just invested in.
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