Our Expertise

PENTalk™

The SECURE Act and Its Impact on You

Richard Rausser

By Richard Rausser

PENTalk™ – Pentegra Releases New Study on Bank Retirement and Executive Benefit Plan Trends
By Chuck Coldwell
How to Work with your Pentegra Team
By Kate Blake
401(k) Plan Administration – What Could Possibly Go Wrong?
By Pete Swisher

Industry Trends and Topics of Interest

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

Setting Every Community Up for Retirement Enhancement (SECURE) Act – Update
By Pete Swisher
The Executive Order on Open MEPs and its Impact on the U.S. Retirement System
By Pete Swisher
A First Look at the Executive Order on Strengthening Retirement Security
By Pete Swisher

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