Get Fiduciary Planning Kit with all 4 Templates

• Customizable RFP Template
• Customizable Meeting Agenda Template
• Customizable Committee Meeting Minutes Template
• Customizable Committee Bylaws Template
• Instructions on how to use them in your next meeting

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When you need the Kit and how to use it

Every retirement plan fiduciary committee member needs to be equipped with the tools to be successful in their role. Download PCI’s Fiduciary Planning Free Kit to start your journey!

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Read The First Chapter

Learn what it takes to build a successful retirement plan so your employees can retire on time and with dignity. A must read for any fiduciary.

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WHAT’S INSIDE

1

A good plan measures
three key elements:
contributions,
investments, and fees.

2

A good plan serves
employees and
employers.

3

Fiduciaries have a
responsibility to make
reasonable decisions
with their employees’
best interests in mind.

What’s Inside The Kit

Help finding an adviser to provide results for your plan and employees*

Download for FREE PCI’s Customizable RFP Tool. Use it to ask the right questions to find the adviser who can perform for you.

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Record fiduciary committee meeting minutes simply with customizable template*

Download for FREE PCI’s customizable committee meeting template. Use it to complete your meeting recordkeeping.

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Conduct your fiduciary committee meetings seamlessly with customizable agenda template*

Download for FREE PCI’s Customizable Committee Meeting Agenda Template. Use it to run a thorough and professional meeting.

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Get to know ERISA nuts and bolts with sample 401(k) committee charter*

Download for FREE PCI’s customizable retirement plan committee bylaws. Use it to organize and document your role as 401(k) plan fiduciary.

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*Pension Consultants, Inc. (PCI) provides these templates as sample documents only. No specific use by any individual or company is recommended or implied. Each user assumes responsibility for the accuracy, completeness, and suitability of documents they prepare for their own use.

PCI does not provide legal services nor protections that would be allotted to persons engaged in an attorney-client relationship. If assistance is needed in making legal determinations, counsel in the appropriate jurisdiction should be retained, and PCI may provide consulting services, if needed.