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Use Benchmarking to Your Advantage

In some ways you can divide clients into two groups – those who are primarily motivated by lowest cost and those who seek value. That doesn’t necessarily align nicely with retirement plan benchmarking since it’s much easier to compare and report things that are more…

Benchmarking Your Organization’s Retirement Plan

…FEATURES SHOULD I CONSIDER WHEN BENCHMARKING MY ORGANIZATION’S PLAN? Plan design drives plan effectiveness. Typically, plan success is measured in terms of participation rates, deferral rates and overall asset allocation. Does your plan compare favorably to industry standards? Are your employees on track to meet…

PENTalk™ – Driving Successful Outcomes with Pentegra’s Education Tools

…successful retirement plan outcomes, as we explore subjects including: Defining success – What makes a great retirement plan? Benchmarking your plan – How do your plan’s utilization and metrics measure up against the industry? Next steps – Converting a well-designed plan into a secure retirement