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Portfolio Rebalancing in the Recent Market Environment

…Verizon). At Verizon, Mr. Slade was responsible for asset allocation and planning for its $15 billion Defined Benefit pension fund. Mr. Slade holds a Ph.D. in Economics from the University of Pennsylvania and a CFA, and is a frequent presenter at industry seminars and conferences….

Why is Tax Reform So Difficult?

…Verizon). At Verizon, Mr. Slade was responsible for asset allocation and planning for its $15 billion Defined Benefit pension fund. Mr. Slade holds a Ph.D. in Economics from the University of Pennsylvania and a CFA, and is a frequent presenter at industry seminars and conferences….

DOL Considers Changes To Fiduciary Rules

…changes. The paraphrased questions include: Should the January 1, 2018 applicability date be extended? Should there be additional or more streamlined exemptions for new products such as mutual fund “clean” shares or T-shares (limited/no revenue share) or fee-based annuities? How much time does the industry

Retirement Plan Implications of the New Tax Bill

…old, and contributions will likely drop somewhat in the aggregate, but the overall rules will remain beneficial. Needless to say, retirement industry professionals – not to mention accountants, tax lawyers and the like – should find plenty to busy themselves with over the coming months….

It’s All About Relationships

It’s All About Relationships There are many industry stats about 401k “sales.” Perhaps you have your own. It’s natural to talk in terms of lead generation and sales funnels and qualifying questions and, of course, closing. But, when you get down to it, it’s not…

Help Clients Understand Why a QDIA Matters

…plan sponsor to fiduciary risk by making the decision to direct such contributions. As a result, the industry and regulators realized that it was important to establish what would become known as a Qualified Default Investment Alternative or QDIA. A QDIA is designed to meet…

The Loan They Never Take May Make All the Difference

And we know this limits our ability as industry professionals to collaborate with companies to help their employees create good retirement outcomes. In this environment, it’s essential to try to help people learn how to think more critically about how they spend their money, how…

Answering the “Why Us?” Question

…about their future. So, why are YOU a good choice to help them get there? The key is to focus on your understanding of these important challenges and how you partner with other industry experts to deliver real value. Sometimes it’s as simple as choosing…

US Tax Reform and Retirement Savings – Should the Two be Related

…individuals over 50 years of age, a total reduction of $8,000 annually could lead to a loss of nearly $173,000 in retirement earnings over a 15-year horizon.3 Many in the retirement industry believe that a major policy initiative such as tax reform should be kept…

Can US Interest Rates Go to Zero?

…rates turn negative, people would pay banks to store their money, and there would be little incentive for banks to lend. Of course, it is likely that homeowners will refinance their mortgages in such an environment and the housing industry may benefit from increased home…

What’s Next From Capitol Hill

A number of bills are under consideration by the 117th U.S. Congress that could have intriguing consequences for the retirement industry. Pentegra is here to help you stay one step ahead of what’s on the horizon. This webinar will provide insights into various legislative proposals…