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Partnering for the Next Twenty Years

Enterprise Iron has a long history of creating partnerships with firms that bring value to our customers. Typically, these partnerships offer specific technology enablers or skills that are not a part of our core capabilities. We are very selective about our partners to...

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Financial Wellness is no longer a Buzzword

Despite their popularity today, 401(k) plans were created almost by accident and were never intended to replace pension plans. 401(k) plans started when Congress passed the Revenue Act of 1978, which included a provision added to the Internal Revenue Code – Section 401(k),...

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Lifetime Income Illustrations… Soon to be a Reality

In the summer of 2020, I had the pleasure of moderating an industry panel discussion, co-hosted by SPARK and Defined Contribution Institutional Investment Association (DCIIA) during the Summer Public Policy Forum Series. The panel included experts from five (5) of the...

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Effective System Modernization: Why and How

In today’s business world, Enterprise Iron is engaged in multiple client conversations about system modernization, and updating of systems to take full advantage of modern technology platforms. What has brought us to this point? Let’s look back at the history of our...

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Enterprise Iron and WTax Announce Partnership

Wednesday, September 29th, 2021 – Enterprise Iron Financial Industry Solutions, Inc., an industry-leading provider of business, technology, and workforce solutions that resolve complex challenges and optimize operations, has partnered with WTax, a world leader in...

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Reflecting on Nearly 20 Years of Business Change

Enterprise Iron has undergone many changes and growth since our origin, including the industries we serve, how we provide services, and the depth of our capabilities. When EI began, processing in the Financial Services industry was primarily paper-based with limited...

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The Birth of Agile

The Agile methodology has come a long way since it first peered out at the turn of the century and behaved like a David to the accepted methodology – the mighty Waterfall, the Goliath of methodologies, the benchmark for every technology shop in the IT universe. Walk the...

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Next Up: Cycle 3 Plan Restatements

Qualified retirement plans are required to operate per the plan document. Most retirement plans use a pre-approved plan document. The IRS requires that all pre-approved “volume submitter” qualified retirement plans be amended and restated to comply with Federal laws...

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Agile Project Tools: Focus on JIRA

When I first started running projects utilizing an Agile methodology, the projects were fairly simple and straightforward. Many of them used Agile to prove that this methodology could work. These projects were relatively easy to manage without sophisticated tools, and...

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To PEP or not to PEP… that is the Question?

The Setting Every Community Up for Retirement Enhancement (SECURE) Act amended the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code to establish a new type of Multiple Employer Plan (MEP). Now, Pooled Employer Plans (PEPs) have the potential to...

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The New Challenges of Operating a Retirement Plan

Operating a retirement plan in 2021 is a complex and time-consuming endeavor. Effective administration of the plan requires experience and expertise in numerous disciplines including accounting, finance, operations, compliance, and investment performance, among others....

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