Next Up: Cycle 3 Plan Restatements Enterprise Iron Financial Industry Solutions, Inc. HomeContact 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...
Agile Project Tools: Focus on Jira Enterprise Iron Financial Industry Solutions, Inc. HomeContact 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...
To PEP or not to PEP… that is the Question? Enterprise Iron Financial Industry Solutions, Inc. HomeContact The Setting Every Community Up for Retirement Enhancement (SECURE) Act amended the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code...
The New Challenges of Operating a Retirement Plan Enterprise Iron Financial Industry Solutions, Inc. HomeContact Operating a retirement plan in 2021 is a complex and time-consuming endeavor. Effective administration of the plan requires experience and expertise in...
Moving from a Waterfall to an Iterative Based Methodology: Agile, a Primer Enterprise Iron Financial Industry Solutions, Inc. HomeContact About fifteen years ago, I remember a Client at a large Financial Services firm calling me into her office late on a Friday...
