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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.

Compliance Testing Basics

Compliance Testing Basics

Retirement plans involve a lot of rules. One set of rules, involving nondiscrimination testing, is meant to ensure …

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Retirement Plan Safe Harbors

Retirement Plan Safe Harbors

Do you ever hear the term “safe harbor” thrown around in a lot of different contexts, but you aren’t sure what …

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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!

Investments Policy Statement

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.

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Service Provider Selection and Monitoring

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…

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