Search Results

We have found 8 results matching your search query.

Rapid Pace of Legislation in 2020 Could Be Eclipsed by This Year’s

…in some quarters – and the fact that the Democratic party now controls both houses of Congress as well as the chief executive chair could bode well for SSRA and other legislative efforts in the retirement savings sector. Already Biden has signed an executive order…

Thinking of Taking a Loan from Your 401(k)? Not So Fast!

…Senior Vice President of Client Services at Pentegra Retirement Services, a leading provider of retirement planning services to financial institutions and organizations nationwide, founded by the Federal Home Loan Bank System in 1943. Rausser oversees consulting, BOLI, actuarial, communications, and marketing practice groups at Pentegra….

Cash Balance

…more than $150,000 annually to a Cash Balance plan. A 60-year-old can contribute more than $260,000. The actual amount depends on your income and age. You can also pair a Cash Balance plan with a traditional 401(k) to reward key executives and provide even more…

HEALS May Not Offer Much for Retirees – But What About TRUST?

…the unemployed. Instead, they are plotting to use the cover of the pandemic to slash Social Security.” AARP Executive VP and Chief Advocacy & Engagement Officer Nancy LeaMond has also objected to adding TRUST to HEALS, calling the former “a bill that is unrelated to…

Practical and Tactical Actions for Small Business Owners

…of Pension and Protection Planning for Pentegra to learn about strategies such as applying the 199A tax deduction, using qualified and executive compensation arrangements to increase retirement income security, and implementing a plan governance process to mitigate fiduciary liability, as well as others. *Disclaimer: This…

Practical and Tactical Actions for Small Business Owners

…of Pension and Protection Planning for Pentegra to learn about strategies such as applying the 199A tax deduction, using qualified and executive compensation arrangements to increase retirement income security, and implementing a plan governance process to mitigate fiduciary liability, as well as others. *Disclaimer: This…

Practical and Tactical Actions for Small Businesses

SECURE Act 2.0 gives small business owners exciting new tactics and strategies designed to help them achieve business goals as well as retirement savings objectives for themselves and their employees. Attend this seminar to learn how to use qualified retirement plans and executive compensation arrangements…