by mari
follow me

457 Onboarding - 06/01/22

• Select Oversight Committee Members

  ×

  How to do this task:

  Subtasks:

• Click this link if you already have a committee and just confirming no changes https://fyqtbpfs.paperform.co

  ×

  How to do this task:

  Subtasks:

• Click here if a committee member has left and need to be removed or new one needs to be appointed.https://app.smartsheet.com/b/form/059a870bc8754996b3bd750bd1468780

  ×

  How to do this task:

  Subtasks:

• Click this link if you need guidance in designing 457 Oversight Committee.https://1kangijt.paperform.co

  ×

  How to do this task:

  Subtasks:

• Click this link if you are setting up a small committee of 3 or less.https://dtn18zf1.paperform.co

  ×

  How to do this task:

  Subtasks:

• Appointing Oversight Members - Orientation welcome Package will be sent out to new members per your confirmation in link below. https://app.smartsheet.com/b/form/059a870bc8754996b3bd750bd1468780

  ×

  How to do this task:

  Subtasks:

• Formalize Charter : DocuSign Form sets up charter and committee design.https://www.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=c355383c-8ba0-44e8-998a-8cd1bc73f7ac&env=na1&acct=3b9944b8-5fcd-4da8-996d-130ab407855c&v=2

  ×

  How to do this task:

  Subtasks:

• Draft IPS: DocuSign begins process to draft IPS. https://www.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=1e199dce-fecb-4bb5-97b8-564d373bf58d&env=na1&acct=3b9944b8-5fcd-4da8-996d-130ab407855c&v=2

  ×

  How to do this task:

  Subtasks:

• Register Client Portal - GovernSpot: If committee members confirmed their participation in 457 oversight we will send out an invite to all who do not have access to GovernSpot.net yet. This is central hub where we will conduct meetings and take live voting along with access to plan documents, action items, reports, minutes and so on.

  ×

  How to do this task:

  Subtasks:

• Recordkeeper Agreement Signed and Completed

  ×

  How to do this task:

  Subtasks:

• Consultant Scope of Services Agreements- Sent for Approval

  ×

  How to do this task:

  Subtasks:

• Legal reviewed and approved

  ×

  How to do this task:

  Subtasks:

• Both Consultant and Client Signed

  ×

  How to do this task:

  Subtasks:

• Uploaded Agreement into GovernSpot for Client File

  ×

  How to do this task:

  Subtasks:

• ADV Part II and Proof of Insurance Delivered

  ×

  How to do this task:

  Subtasks:

This checklist was created by mari

Save this checklist

138 copy saved

138 copies saved