SIMPLIFY YOUR PLANS’ GOVERNANCE
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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.
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Our Compass Articles contain critical information to help you navigate the world of governance.
Start Your Governance Journey
Before you move on to the knowledge library it’s important to learn about demystifying governance first!
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…
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…