Proposal Request Form (PRF) – Fill out this one page form to
request a customized proposal for your client:
PRF - The Guardian ChoiceSM – plans with assets
greater than $1 million
PRF - The Guardian
- plans with assets less
than $1 million
If you need to
discuss your proposal, please call 877.791.8900
“Solutions for Qualified Retirement Plans” – information
about The Guardian ChoiceSM
and The Guardian Advantage®
along with the flexibility and choices they offer financial
professionals, plans sponsors and their employees.
401k Toolbox QDIA
– read about the benefits Plan Sponsors can receive by
offering a Qualified Default Investment Alternative (QDIA).
Guide to Fiduciary
– an easy to understand guide for Qualified Retirement Plan
Annual Plan Review
& Due Diligence Checklist
– provided to help facilitate your client’s annual plan
A Plan Fiduciary’s
Guide to Investment Policy Statements
– use this guide to help your clients draft their plan
Management, LLC – this 2-page overview highlights
registered investment advisor, Fairway.
The Guardian ChoiceSM
Quarterly Investment Report
– an example of the quarterly investment report Fairway
provides, free of charge, to plan sponsors to assist in
their fiduciary obligation to monitor plan investments.
Advantage® Quarterly Investment Report – an
example of the quarterly investment report Fairway provides,
free of charge, to plan sponsors to assist in their
fiduciary obligation to monitor plan investments.