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News & Events

Enterprise Iron Financial Industry Solutions, Inc.

Enterprise Iron and Coherent Drive Results for the Retirement Industry

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 a new strategic partnership to accelerate speed to market and operational...

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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 leading retirement providers in the defined contribution space and an ERISA...

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Updating Your Business Continuity & Disaster Recovery Plans: Part 1 of 2

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 prop open doors, and never intended for any other reason than to meet a...

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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, 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 industry in this area of technology. The year was 1984, and a young man had just...

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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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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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