Our Expertise

PENTalk™

Coping with Market Volatility

By Ricardo Rodriguez

The CARES Act – What it Means for You, Your Retirement Plan, & Your Plan Participants
By Richard Rausser
Monetizing The SECURE Act
By Richard Rausser
Coronavirus and the Markets
By Scott Stone

Industry Trends and Topics of Interest

A First Look at SECURE’s PEP, MEP, and “Group of Plans” Provisions

Communication and Education Tools

Lifetime Income Solutions Through Annuities

Thinking About Retirement 101 – Developing a Plan
By Kate Blake
Early Savers 101 – Getting Started with Your 401(k) Plan
By Kate Blake
Mid-Career Savers 101 – Making the Most of Your Account
By Kate Blake

Training for Financial and Retirement Professionals

Pentegra Training Series for Financial Professionals on Defined Benefit Plans

By Mary Read

Pentegra Training Series for Financial Professionals on 401(k) Plans
By Mary Read
Pentegra Training Series for Financial Professionals on Prospecting for Qualified Plans
By Mary Read
Pentegra Training Series for Financial Professionals on Cash Balance Plans
By Mary Read