IPX Platform opens distribution for annuity product providers

Platform enhancement allows 403(b) advisors to access annuity products alongside other investment vehicles and promote stronger participant outcomes

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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 recordkeepers construct. Well-meaning investment providers are often presumed to care more about their bottom line than being trusted as a partner in benefit solutions. That stigma trickles down to boots on the ground advisers…

Modernizing Non-ERISA Plans in 2023 and Beyond: Part 3

A good governance plan simplifies life for all involved by reinforcing the established plan objectives, accurately representing the fiduciary structure, and details the processes and the required documentation. Without good plan governance, these details are often overlooked and can increase the risk for both litigation and liability.