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),...

In Part 1, we discussed an evolving BCP/DR planning approach, moving from annual testing and major updates only upon significant internal corporate changes or external events to “BCP/DR-as-a-Process.” Ongoing quarterly meetings with an intradepartmental team focused on...

The benefits of employing an Agile-based methodology for new development have been so effective that it is now considered the logical gold standard methodology for new builds and large upgrade projects. Enterprise Iron recommends Agile as the default methodology for all...

Tampa, Florida—November 8, 2021 – Enterprise Iron Financial Industry Solutions, Inc., a leading provider of advisory services to the Retirement industry, and Coherent, a global software as a service (SaaS) company recently named among the 2021 InsurTech100, today announced...

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...

The widespread appearance of Business Continuity and Disaster Recovery (BC/DR) planning was predominant during the 1980s and 1990s. The majority of large firms had them written and stored, usually created by consulting companies. These documents were static, mainly used to...

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...

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...

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...

Cybersecurity is the art of protecting networks, devices, and data from unauthorized access and unlawful use. An integral component of a cybersecurity program involves ensuring the accuracy, integrity, and availability of information. The ability of the U.S. Government,...

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...

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...

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...

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...

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....

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...

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...

Long after the calendar flips over on December 31st, the year 2020 will be remembered as the year when so much of our lives and the way we do business changed. These changes are not the result of legislation like EGTRRA in 2001, another corporate scandal, or a bubble...