The File Room
Customizable Templates
Plan Goals Worksheet Download Here
Fiduciary Acknowledgment Form Download Here
Oversight Committee Charter Download Here
Standard Meeting Agenda Download Here
Conflict Of Interest Form Download Here
Resolution for OC Charter Download Here
Contract Summary Sheet Download Here
Request for Proposal Template Download Here
Request for Proposal Scoring Matrix Download Here
Request for Information Download Here
Investment Policy Statement (short) Download Here
Investment Scorecard Download Here
Annual Meeting Planner Template Download Here
Links to Other Resources
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Fiduciary Checklist
Learn more about Fiduciary Checklist and how it can help reduce risk in your retirement plan.
File Room
Visit the File Room for access to free templates for plan governance and links to other helpful resources.
The Enlightened Fiduciary
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