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.
Special Edition: Saver’s Match Guidance Coming
The Internal Revenue Service (IRS) recently announced that the agency and the Treasury Department (Treasury) plan to propose regulations providing guidance with respect to the Saver’s Match provisions of the SECURE 2.0 Act of 2022.
DIY Retirement Plan Investing: Self-Directed Brokerage Accounts
An SDBA doesn’t eliminate fiduciary responsibility; it changes it.
HSAs: Healthcare Benefit, Retirement Strategy – Or Both?
Since they were created in 2003, HSAs have evolved into something much larger: a hybrid healthcare-retirement savings vehicle.
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…