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Rising Interest Rates, BOLI, and You

…the interest rate credited to a new BOLI purchase is not likely to increase for several years after the initial purchase, as the maturities of the underlying investments usually extend from four to 10 years. Bear in mind that all of the potential impacts to…

How to Keep Your Retirement Fund Working for You

…IRA Rollovers, but please note that there are different tax rules involved for traditional IRAs and Roth IRAs.) Cost-effective investments are potentially of even greater importance post-retirement considering that you are probably no longer drawing a regular paycheck … and even if you are, it…

ERISA-Related Lawsuits Beg the Question: How Much Is Too Much?

…within the plan. “The plan had substantial bargaining power regarding the fees and expenses that were charged against participants’ investments,” it says. “Defendants, however, did not try to reduce the plan’s expenses or exercise appropriate judgment to scrutinize each investment option that was offered in…

How to Work with your Pentegra Team

401(k) administration can be challenging…but your Pentegra team is here to help you make it easier! Learn useful information on how to effectively work with your Pentegra team. From easing your administrative burden to understanding best practices in plan benefits, this webinar will introduce you…

A Wish List for Santa

…participants who feel underqualified to manage their retirement accounts. While there are potential pitfalls involved with such automation, it is still vital for workers to begin saving as soon as possible. Simplify the process of investing in a smart, thoughtful manner. Talking with professional advisors…

Monetizing The SECURE Act

With the passage of SECURE, PEPs and MEPs are the new rage, but are they the right solution and opportunity? What about Association Retirement Plans? When and where do they make sense? As one of the industry’s leading MEP experts and one of the most…

Additional Clarity on CARES Act Provisions

Over the past few weeks, the Internal Revenue Service issued Notices (2020-50 / 2020-51 / 2020-52) to provide greater clarify on provisions under the CARES Act. Key Provisions Impacting the Retirement Industry Notice 2020-50 – Coronavirus Related Distributions (CRD) and Coronavirus Related Loans (CRL) Notice…

Managing QDROs from a Fiduciary Perspective

QDROs (Qualified Domestic Relations Order) have become part of the daily landscape of retirement plan administration and management. Administering QDROs can be a complex and lengthy process. Navigate these complexities and review the guidelines surrounding QDRO administration, valuation methodology and compliance requirements — including plan,…

The American Rescue Plan (ARP) Act of 2021

The breakneck pace of enacting and/or amending federal legislation and regulations in 2020 is back in full force with the passage of the American Rescue Plan (ARP) Act of 2021. ARP is the federal government’s latest economic stimulus package and the first under President Biden….

“Why It Matters” Before “How It Works”

…understand WHY they want to do this, before focusing on HOW we can help them. Let’s talk about what’s motivating your clients to consider a retirement plan. From there we can share illustrations and ideas that best fit their story, their circumstances, and their goals….