Our Expertise

PENTalk™

401(k) Plan Administration – What Could Possibly Go Wrong?

By Pete Swisher

Managing QDROs from a Fiduciary Perspective
By Robert Alin
Decumulation – Strategies and Trends
By Kate Blake
Don’t Forget About Me – Retirement Plans During Mergers and Acquisitions
By Scott McCarthy

Industry Trends and Topics of Interest

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
Podcast: The 7 Universal Fiduciary Principles Featuring Pete Swisher and The 401(k) Study Group
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