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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

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 …

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Student Loan Matching Programs

Student Loan Matching Programs

SECURE 2.0 Act of 2022 (SECURE 2.0) has dozens of optional provisions. One of those provisions permits employers …

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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

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…

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Demystifying Governance for Your Plan Sponsors

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…

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