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.
DOL Updates Cybersecurity Guidance
In September 2024, the Department of Labor (DOL) issued “new” guidance for plan sponsors, plan fiduciaries …
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 …
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…