Template for Fund Removal/Replacements

[austin3515]

Does anyone have a nice template that they work with which you use to tell clients "Fund A is being replaced with Fund B and here is the explanation" or "Fund B is being eliminated because no money is the plan" or "Fund C is being added as a new option"

It seems to me I'm not the first person to realize that a template for this would be quite helpful, especially one that envisions all of the different scenarios, so you can just delete the sections that do not apply.