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The All New Pentegra OnLine

We’re excited to introduce you to the all new Pentegra OnLine Participant Portal! The newly designed website offers: Easy to use features and menus Streamlined navigation Device responsive access A new Retirement Income Optimizer Tool…

A Tale of Two Businesses

A blog by Rich Rausser, CFC, QPA, QKA, Senior Vice President, Pentegra Retirement Services – April 11, 2017 With Small Business Week on the horizon (April 30 to May 6), I want to talk about how a retirement plan can be used as an important…

Everyone Into the Pool? Not So Fast…

…it wrote, “followed by PEOs (Professional Employer Organizations), direct annuity writers, chambers of commerce, and plan advisors.” But, as with most things, we are talking quality over quantity when it comes to being a PPP. We expect as many as 30 of those 3,200 firms…

The SECURE Act and Its Impact on You

The SECURE Act represents the most significant retirement plan legislation in more than a decade. Join us as we cover the most important features and how they impact you. Improved access to retirement savings plans—including changes to Safe Harbor plans Expanding savings opportunities, including increases…

“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….

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…

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,…

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…

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…

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…

Decumulation – Strategies and Trends

Have you or your employees ever wondered about the most efficient ways of drawing down your retirement assets? Are you offering a plan with enough flexibility to meet the needs of your diverse employee group? With so many different puzzle pieces, it’s no wonder so…