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Pensionizing Your Retirement Savings

…the trends to watch in our industry this year. The IRIC’s overall conclusion, as stated by a Yahoo Finance article, is that “there is a growing need for retirement plan sponsors to help participants with retirement readiness and securing their financial future. This will drive…

Making a Good 401(k) Plan Even Better

At Pentegra, we believe successful plan outcomes start with effective plan design. Plan features—automatic features—that better meet the needs of plan participants and plan sponsors can drive successful outcomes for participants and sponsors alike. The Pentegra SmartPath™ is a series of progressive plan design metrics…

How Are RoboAdvisors Changing the Investment Industry?

…summary, it seems certain that RoboAdvisors are here to stay and will continue to grow. However, their algorithms will also require human intervention and advice to ensure that advisory firms are fulfilling their fiduciary role. Barbara Friedberg, “6 of the Newest Trends in Robo Advisors”,…

CEFEX TPA Benefits to Advisor

How does an advisor benefit from partnering with a CEFEX-certified TPA? And why is it important? Listen in to find out…

Taking Steps to Improve Your Fiduciary Position

…gains for investors. Still, compliance remained for many a nebulous area; after all, most if not all firms claim to be acting in their clients’ “best interests” in the first place. A recent study by investment consulting firm Callan, “2018 Defined Contribution Trends,” reports: Plan…

Five Tips for Getting Smart About Retirement Right Now

…of Employer Retirement Plans Millennials, who became the largest generation in the American workforce in 2015, have begun to flex their workplace muscle. They have already changed the rules about how we communicate, how we work as well as how they view employee benefits—in particular,…

Make The Shift to Automatic

As an employer, implementing Auto-Enrollment features can help to shift employees in the direction of retirement savings while still allowing the freedom to make their own choices. Join us as we discuss what you need to know to implement or improve upon auto-enrollment features, including:…

Getting Our Hands Dirty

A blog by John Pinto, Presdent & CEO – June 9, 2014 It was not a typical day for retirement plan professionals, but it was certainly memorable. On May 15, 2014, I had the pleasure of joining 15 of our passionate employees from our White…