Form 5500 Support Services
Form 5500 preparation has become more complex, and plan sponsors must rely on 5500 data for fiduciary oversight regarding fees and expenses. Enterprise Iron has a deep bench of highly specialized skills in all aspects of Form 5500 preparation at both the technology and operational levels. It offers its clients a complete menu of options, from “a la carte” assistance with specific, narrow processes or services, to partial operational support (on a fully disclosed or private label basis), to the full, cost effective outsourcing of all operational tasks necessary to create, distribute, file, and archive 5500 reports.
ENTERPRISE IRON: PLAN CONVERSION SPECIALISTS
The identification and application of employee and plan level data being consolidated and converted during a plan conversion has a direct impact on business success. Having confidence in the accuracy and completeness of the data is the foundation to providing quality customer service after the plan conversion is completed. In most conversions, data quality is compromised when the review is done manually using few, if any, tools to ensure data is captured and applied accordingly, introducing the probability of human omission errors. By helping clients with plan data conversions, ENTERPRISE IRON has developed a methodical, experienced-based approach using the SIP tool for rapidly assessing data and facilitating conversions. Click here for more details …
Retirement Accounts and Investments: What's New from Washington and the Industry
An EIFIS sponsored presentation at the SIFMA April 2009 Conference. Cynthia Hayes, CFA, CEBS of Oculus Partners LLC gives a broad and in-depth analysis of the challenges facing the Retirement Industry in a landscape of shifting government regulation.