Attached are two handy employer retirement plan (ERP) fiduciary compliance calendars, courtesy of Prosperity Advisors' client practice. We hope you will find these beneficial in working and communicating with your ERP clients.
While you shouldn’t use the Prosperity-branded versions with your ERP clients, you can modify the Word versions with your own branding and your specific disclosures. Simply fill in the highlighted areas. Then, be sure to submit your branded version through Ad Review for approval before you use it with clients.
We enjoy sharing tools such as this with the valued members of our OSJ Branch. Please let us know what you think - your feedback is much appreciated!
- 2025 ERP Fiduciary Compliance Calendar:PA Branded | Unbranded
- 2025 Simple IRA Plan Fiduciary Compliance Calendar: PA Branded | Unbranded