We expertly optimize business processes, technologies & people
Enterprise Iron was founded in 2002 by senior executives from Morgan Stanley and Merrill Lynch to serve public and private clients in Financial Services, Retirement Services, and the Government sector. Our Team of industry professionals averages 18+ years’ experience in these markets. Our impactful business, technology, and workforce solutions achieve meaningful outcomes, resolve complex challenges and optimize operations to help drive your business forward.
We seamlessly integrate into your operations to assess your firm’s size, corporate culture, processes, and procedures. Lessons learned are used to develop a detailed roadmap catered to your needs that is then executed with precision. We execute every engagement with excellence and integrity. Our work is aided by our numerous strategic Delivery Partners. In 2016, we expanded our operations by opening EI: Puerto Rico to deliver our nearshore staffing solution and Contact Center in San Juan.
12
Retirement, IT and Government Events Attended In 2021
>$700B
Total Assets Managed in the Largest Plan We Serve
18+
Average Years of Industry Experience Per Team Member
Connect With Us
Since our founding, Enterprise Iron has maintained an active presence within the Retirement Services industry. We believe participation is essential for continued growth and a better understanding of our clients’ real challenges. We leverage our exposure and industry affiliations to deliver results on all strategic engagements.
Enterprise Iron serves on The SPARK Institute’s Advisory Board and several of their committees. We participate in The Thought Leadership Council of PSCA and have members within NAPA, Fi360, and WiPN.
We are long-standing members and supporters of several public sector organizations, including NASRA, NAGDCA, and PRISM. This involvement aptly exposes us to many Retirement Systems, Plan Sponsors, Advisors, and Recordkeepers.
Case Study: Plan Restatement Project
We created and sent nearly 8,500 plan restatement packages to signers ahead of the Cycle 3 deadline for this recordkeeping client.
Case Study: Nearshore Support
We staffed highly-skilled nearshore resources at our facility in Puerto Rico, delivering a 30% cost-savings for our clients’ modernization project.
Case Study: A Fiduciary Assessment
Our SMEs provided fiduciary oversight and education, recordkeeping administration, and plan consulting services to this client.
Case Study: Business Strategy
A Program Healthcheck was deployed with advanced business strategy tactics to migrate multiple platforms to two central processing units.
Case Study: Dividend Adjustments
For this Financial Services client, we defined and implemented an operations management methodology for dividend adjustments.
Case Study: QA Transformation
We helped this client with a QA transformation to improve procedures, diminish their needs for manual processes, and gain control of costs.