Resource Documents For
QRPS Advisor Relationships.

Advisor Toolbox

Welcome to the QRPS Advisor Toolbox. Here you may access advisor-related sample forms / templates as well as our online Proposal Request Form. This page contains resource documents for QRPS advisor relationships. For support on items in this section, please contact Pete Josselyn, Director of Advisor Services, at (919) 602-8664.

Advisor Support

Advisor Q&A

Advisor Toolbox

Broker of Record Letter

Plan Design Questionnaire

Investment Policy Statement Template

Spousal Waiver of Beneficiary

SIMPLE IRA Termination Notice – Template

Employee Announcement – Sample

Employee Census – Plan Design Study