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...
by Taylor Brown | Nov 1, 2022 | News, Press Releases
IPX Retirement Hosts Plan Governance Summit New governance program benefits 403(b)/457 retirement plan advisors and their clients CENTENNIAL, CO. — November 1, 2022 IPX Retirement®, a leading retirement plan services provider, recently hosted the first Plan Governance...
Recent Comments