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Planning for the Future



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PlanForward Managing Fiduciary Responsibility: Fiduciary Checklist (PDF 163K)

Lists important steps to help plan sponsors reduce their fiduciary liability

PFFID-WKS-1  | Updated on: 09/09 |  Email PDF

PlanForward Managing Fiduciary Responsibility: Objectives and Benchmarks Flyer (PDF 139K)

Provides examples of investment objectives and benchmarks that might be included in an IPS

PFFID-FLY-5  | Updated on: 10/09 |  Email PDF

PlanForward Managing Fiduciary Responsibility: Participant Notification Letter (PDF 135K)

Offers suggested content that plan sponsors can use to develop a notification letter

PFFID-FLY-4  | Updated on: 09/09 |  Email PDF

PlanForward Managing Fiduciary Responsibility: Plan Sponsor Guide (PDF 1322K)

Provides plan sponsors with an overview of issues involved in managing fiduciary responsibility

PFFID-IVG-1  | Updated on: 09/09 |  Email PDF

PlanForward Managing Fiduciary Responsibility:Sample Investment Policy Statement (PDF 144K)

Suggests content to help plan sponsor clients develop an IPS for their retirement plans

PFFID-BRO-3  | Updated on: 09/09 |  Email PDF

PlanForward Retirement Plan Fees and Expenses: Department of Labor Brochure (PDF 161K)

Department of Labor booklet discusses retirement plan fees and expenses

PFFEE-BRO-4  | Updated on: 10/07 |  Email PDF

PlanForward Retirement Plan Fees and Expenses: ICI Report (PDF 334K)

Explains fees and expenses associated with providing 401(k) plans

PFFEE-BRO-2  | Updated on: 10/09 |  Email PDF

PlanForward: Automatic Enrollment Brochure

Explains how the Pension Protection Act of 2006 makes it easier for plan sponsors to implement automatic enrollment features

PF-BRO-2  | Updated on: 12/08 |  Email PDF

PlanForward: Retirement Plans Glossary (PDF 264K)

Defines terms relating to fees, expenses and retirement plans in general

PF-BRO-3  | Updated on: 11/08 |  Email PDF

PlanForward: Retirement Web Resources (PDF 174K)

Provides a comprehensive list of retirement Web sites

PF-FLY-2  | Updated on: 11/08 |  Email PDF

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