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Enterprise Iron Financial Industry Solutions, Inc.
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Enterprise Iron and WTax Partner To Offer A Largely Automated, Global Withholding Tax Reclaim Service To Enhance Client Investment Performance

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 technology-supported withholding tax recovery services, to respond to the struggle...

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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 automation. In one of our first projects, we digitized the clients' hardcopy...

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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 halls and sit in any meeting of every Financial Services firm at the time,...

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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 enacted by Congress and regulated by various agencies to maintain their tax...

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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 Agile-specific oversight did not require vast tracking. Team member's...

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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 transform the retirement plan landscape and provide millions more...

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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. Enterprise Iron helps our clients navigate these complexities with a high...

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Moving from a Waterfall to an Iterative Based Methodology: Agile, A Primer

About fifteen years ago, I remember a client at a large Financial Services firm calling me into her office late on a Friday afternoon and handing me a book on Extreme Programming. She asked me to read the book over the weekend and tell her on Monday if I could lead a new team that she was putting together, utilizing her best developers and...

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Enterprise Iron Awarded a Best-In-Class Government Contract

Wednesday, October 28th 2020 – Enterprise Iron Financial Industry Solutions, Inc. announced that it has been positioned to offer government agencies a streamlined and comprehensive buying channel for accessing the firm’s business and technology services designed to address today’s most critical issues to government agencies, with a GSA Multiple...

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The Iron Chronicles:

Did You Know?

We helped manage the Recordkeeping technology and operations for the largest 401(k) plan in the world, administered on behalf of the U.S. Government. This engagement included more than $700 Billion in assets under management within the plan.

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