PLAN SPONSOR POWERPOINT PRESENTATIONS

Defining Success
Fiduciary Responsibilities
Investment Due Diligence
Provider Due Diligence
Participant Communications
Plan Administration
Presentation for Centers of Influence
Committee Responsibility

PLAN SPONSOR EDUCATION FACT SHEETS and EMAIL TEMPLATE

Plan Amendments
Participant Communications
Non-Discrimination Testing
Hardship Withdrawals
Vesting
Fiduciary Obligations
Self-Directed Accounts
Loans
IPS Overview
Employer Match Statistics
Eligibility
SAMPLE Plan Sponsor Education Program Email with Fact Sheet

BONUS ITEMS
All items below added 05/19/2010

Best Practice Article: Best Practices for Investment Committees
Best Practice Article: What you need to know about fiduciary responsibility
Best Practice Article: Selecting and Monitoring Retirement Plan Service Providers - Documenting the Process
Best Practice Article: Investment Selection and Monitoring Do's and Dont's
Best Practice Article: Investment Committee Do's and Don'ts
Best Practice Article: A six-step process that can limit your liability and make managing your plan simple
Best Practice Article: Developing an effective participant education program

ADDITIONAL OUTSIDE RESOURCES

$450,000 Value - The Value of an Independent Fiduciary by Matthew Hutcheson
Reish Article on Fiduciaries - Who is an Investment Fiduciary on a plan article
DOL Press Release - Press Release stating lawsuit outcome REQUIRES fiduciary training before the investment committee members can work in any area of employee benefits
PPA Technical Guide
CEFEX Common Shortfalls Presentation
Reish Article on Advisors taking Rollovers
Reish Investment Committee FAQs
Myths vs Facts 401k Fees
Co-Fiduciary White Paper
Deloitte 2009 401k Fee Study
DC Survey Highlights - PIMPCO Defined Contribution Consulting Support and Trends
Grant Thorton Meeting your Fiduciary Responsibilities Retirement Plan Survey 2009
Participant Final Advice Rule - Technical
IRS Article - Top ten issues identified during examinations of IRC 401(k) plans.
Reish White Paper - The Fiduciary Duty to Avoid Conflicts of Interest in Selecting Plan Service Providers
Press Release - SEC Charges Merrill Lynch With Misleading Pension Consulting Clients
Quick Expense Worksheets
DOL Fee Disclosure Form
Deloitte PPA Overview

Deloittes Annual 401k Benchmark Survey
IRS 401k Checklist
DOL Publication Meeting Your Fiduciary Responsiblities
DOL Publication Selecting an Auditor for Your Employee Benefit Plan
DOL Publication Reporting and Disclosure Guide for Employee Benefit Plans
DOL Publication Understanding Retirement Plan Fees & Expenses
DOL Info Sheet Tips for Selecting and Monitoring Service Providers for Your Employee Benefit Plan
DOL Info Sheet Selecting and Monitoring Pension Consultants – Tips for Plan Fiduciaries