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The SECURE Act Has Finally Passed – What Does It Mean? (Part One)

…Act which we question. The legislation also provides for portability of lifetime income options by permitting participants in qualified defined contribution plans, section 403(b) plans, or governmental section 457(b) plans to make a direct trustee-to-trustee transfer of lifetime income investments to another employer-sponsored retirement plan…

Some Thoughts on the ESG Disclosure Bill

…wrote that “recent statements by the CEOs of BlackRock and State Street Global Advisors (SSGA) indicate they are using their control of proxy votes for federal employees’ Thrift Savings Plan (“the Plan”) investments to pressure other companies to adhere to their own environmental and social…

Is the Dow Jones hitting 20,000 meaningful?

A blog by Scott Stone, CFA, FLMI Senior Vice President & Chief Investment Officer and Frederic Slade, CFA , Assistant Vice President & Senior Director-Investments A few weeks ago, a reporter sent the Pentegra investment team an inquiry, asking us for our opinion about the…

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…

The BOLI Boon for Community Banks

…on taxable fixed income investments. Senior executives should consider BOLI as a means of driving more net income to the bank’s bottom line … especially in this current era of low interest rates. The additional earnings can be used to increase profitability; pay for the…

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…

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…

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…

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….