by Taylor Brown | Sep 5, 2023 | News, Press Releases
Industry Partners Choose IPX For Increased Efficiency and Lower Costs IPX Master Recordkeeping Transforms 403(b) Plans While Keeping Provider Choice CENTENNIAL, CO. — August 29, 2023 Two years after the creation of the IPX Plan Governance Program (PGP), IPX...
by Taylor Brown | May 8, 2023 | Articles, News
Modernizing Non-ERISA Plans in 2023 and Beyond: Part 4 The concept of ‘governance’ could not be timelier. In the non-ERISA world, plan sponsors are charged with managing a plan that they often know very little about, especially within the multi-provider, separate...
by Taylor Brown | Apr 14, 2023 | Articles, News
Modernizing Non-ERISA Plans in 2023 and Beyond: Part 3 Why You Need a Plan Governance Program A good governance plan simplifies life for all involved by reinforcing the established plan objectives, accurately representing the fiduciary structure, and details the...
by Taylor Brown | Mar 22, 2023 | Articles, News
Modernizing Non-ERISA Plans in 2023 and Beyond: Part 2 In today’s evolving regulatory environment, it’s essential to make sure defined contribution plans are compliant and effective for their participants. Putting together a Plan Governance Program achieves both goals...
by Taylor Brown | Feb 1, 2023 | Articles, News
Modernizing Non-ERISA Plans in 2023 and Beyond: Part 1 To explore the “how and why” of modernizing non-ERISA plans, we recommend starting with a plan clean-up. What is the first thing you do when you start a new fitness regime or diet plan? You start with reviewing...
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