SIMPLIFY YOUR PLANS’ GOVERNANCE
Welcome to The Navigator
Governance doesn’t have to be a bad word. When planned and managed proactively, a clear governance framework can help you mitigate litigation risk, save you and your clients time and build your business as a go-to advisor.
Explore the Compass Article Library
Our Compass Articles contain critical information to help you navigate the world of governance.
Compass Special Edition: Supreme Court Sides with Plaintiffs
A case that has been closely watched by the retirement industry has a long-awaited outcome. Industry …
Vested Interests
Historically, vesting schedules have been a strategic tool for employers to balance the costs of retirement …
What’s the Alternative(s)?
Defined benefit (DB) plans have long benefited from the alpha and broader diversification associated with …
Start Your Governance Journey
Before you move on to the knowledge library it’s important to learn about demystifying governance first!
Demystifying Governance for Your Practice
Streamlined governance processes help you build your business and support your clients. Advisors like you need to do more and more to keep up with ever-changing legislation and…
Demystifying Governance for Your Plan Sponsors
While a governance framework is technically not required by ERISA, it is an integral part of a well-functioning plan and important for protection from legal liability and…