As one of America’s oldest independent fiduciaries, we help employers offer better retirement plans.
As one of America’s oldest independent fiduciaries, we help employers offer better retirement plans.
Our SmartPath™ thought leadership is all about achieving successful outcomes through best practice plan design and actions that drive retirement readiness.
In this article we review the Department of Labor’s (DOL) recently (January 29, 2024) proposed regulation implementing SECURE 2.0’s statutory read more
Pentegra recently received a call regarding a common inquiry related to SECURE Act 2.0 of 2022 (SECURE 2.0). “My client read more
ERISA consultants at Pentegra regularly receive calls from financial advisors on a broad array of technical topics related to qualified read more
This is the last of the articles on recent IRS “Grab Bag” guidance on certain provisions of SECURE 2.0 (Notice read more
At Pentegra, we know it’s important to give you and your participants the tools you need to learn more about saving and investing for retirement.
Our Building Blocks tool is designed to make it even easier for you. Each section of our site focuses on different retirement education essentials – from retirement planning to investment strategies to revisiting your portfolio – the tools are right here.