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
