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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 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….

Coping with Market Volatility

Market volatility can sometimes cause us to make emotional financial decisions. That may not be the best strategy when saving for retirement. Join us as we discuss ways to help manage your investment strategy during times of market volatility, including: Evaluating where you are &…

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…

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:…

DB Plans are Alive and Well

…to a company looking to keep top talent. But only businesses that have predictable earnings and long-term viability should consider a Defined Benefit plan because there are consequences if required contributions are missed. Let’s talk about clients who may benefit most from this kind of…

Some Thoughts on 401(k) Day

…allocation as your age and life circumstances change. Take advantage of your 401(k) plan today to help you build financial security and achieve successful retirement outcomes. Be sure to get more advice and tips by following Pentegra’s conversation on social media using the hashtag #TalkAboutRetirement….

Auto Enrollment and Escalation

…to accumulate what they need in retirement. Even though automatic features aren’t right for every plan, more could benefit. Just over half of retirement plans offer automatic features so there may be room to examine your book of business and talk to plan sponsors about

It’s Not a One-Size-Fits-All World

AND your expertise. It’s all about asking the right questions so that together, we can design the ideal retirement plan for each of your clients. For more on this, download the question list and give us a call to talk about how we can help….

Answering the “Why Us?” Question

…your retirement plan partners will create a customized plan to optimize participation, be tax efficient, and set a path for good outcomes. Your orientation to be a partner for the long term will help set yourself apart. Talk to us about how we can help…

The Loan They Never Take May Make All the Difference

…they budget, and how they make choices about taking on debt because success here translates directly to greater confidence and preparedness to save for their future. Let’s talk about how we can work together to educate and guide people to true financial wellness. The result…