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Tools & Resources

Looking for retirement plan analytical tools or templates you can use to create documents or reports for clients? Check out our tools and resources.

Tools

Retirement plan design

A flowchart that helps you determine which retirement plan design can best meet the plan sponsor’s goals.
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Help your clients develop a repeatable, defendable process

This non-branded template can help you create a fee policy statement for all your clients.
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Target Date Analyzer

Target Date Analyzer
A tool that helps you and your clients easily evaluate and compare Target Date funds.
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8 great resources to help elevate your tech game

Elevate your tech game
Learn ways to transition your retirement practice to the digital world.
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Principal Benefit Design ToolSM

Efficiently benchmark retirement plans for your small clients. And share with them so they can benchmark their insurance benefits for a holistic package view.
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Resources

Investment policy statement - DB

Investment Policy Statement - DB
A sample Investment Policy Statements you can share with plan sponsors.

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Fee evaluation workbook

A workbook that can help you determine if the costs of a retirement plan are reasonable compared to the value you receive.

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DB discussion tracks

Talking points to help you target prospective DB plan sponsors with active, soft-frozen or hard-frozen plans.

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Sample Commitment of Services

Tell your clients exactly what you can do for them. And put it in writing with this customizable template.

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Investment policy statement - DC

Investment Policy Statement - DC
A sample Investment Policy Statements you can share with plan sponsors.

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Create a customized marketing flier

A template you can use to create a powerful, customized marketing flier for your practice.

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Understanding how retirement plan fees can be paid

Not sure how retirement plan fees are paid … or by who? Use this to help understand your options.

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Client service calendar

Share this customizable calendar with your clients to help them stay on top of key dates regarding their retirement plan.
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