Sample Documents

person holding table looking at sample documents

Sample Documents:
An exclusive International Foundation member resource

Access to Sample Documents from the International Foundation is an exclusive benefit included with membership. Members have one source for sample policies, job descriptions, forms, checklists and other documents—all shared by other Foundation members.

Documents Include

  • Investment Managers and Products Evaluation Consideration
  • Sample Trust Agreement
  • Administrative Service Agreement
  • Statement of Funding Policies and Procedures for a Pension Plan
  • Healthy Workplace Committee Mission and Goals
  • Live Well Newsletter
  • Wellness Program Plan
  • Disaster Plan

Preview a sample document by filling out the short form to your right.

Learn more about this and other Foundation member benefits.

cover page of sample document Fill out this form to receive the sample document Statement of Investment Policies and Procedures.
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