Our Expertise

PENTalk™

The All New Pentegra OnLine

By Jose Ronquillo

Pensions, Retirement & Markets: 5 Key Trends to Watch in 2021
By Frederic Slade
The Retirement Plan Landscape – A Look Into the Future
By Richard Rausser
Cash Balance 101
By David Barrer

Industry Trends and Topics of Interest

Inside the Millennial Mindset – Positioning your Credit Union to Compete Effectively

By Kate Blake

Attracting Millennials In Today’s Workplace
By Richard Rausser
The Pentegra Participant Smartpath™
The 401(k) Plan of the Future
By Richard Rausser

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