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.
A Fiduciary Focus on Forfeitures
Roughly a year ago, a pair of attorneys located in Pasadena, California launched the first of what would become a series …
Student Loan Matching Programs
SECURE 2.0 Act of 2022 (SECURE 2.0) has dozens of optional provisions. One of those provisions permits employers …
A “New” Litigation Target in Healthcare
Plan sponsors have long been on notice that they have a responsibility to ensure that the services provided to their …
Start Your Governance Journey
Before you move on to the knowledge library it’s important to learn about demystifying governance first!
Investments Policy Statement
While ERISA does not require an investment policy statement (IPS), in general, most well-run retirement plans have an IPS or other stated investment objectives.
Service Provider Selection and Monitoring
As a plan sponsor, you have assumed the duty to protect your plan participants and beneficiaries under the Employee Retirement Income Security Act (ERISA). Those responsibilities…