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Keeping an Eye on the Ever-Pending Changes to the Fiduciary Standard

…appropriate in light of the current comment record and potential input from, and action by, the Securities and Exchange Commission, state insurance commissioners and other regulators.” Given all the delays, there remains understandable talk about whether that new July 1 deadline will be met, or…

3(16) Fiduciary Services and Why You Should Care

…role in helping clients understand this challenge and introduce the opportunity of a 3(16) fiduciary outsourcing relationship. Talk to us to learn more about how we can guide clients to a solution they can rely on, that will also free them to focus on creating…

Understanding Forfeitures

  Understanding how forfeitures work in retirement plans When we talk about 401k type retirement plans we sometimes focus on the contributions made by employees that are ALWAYS immediately vested. In other words, it’s THEIR money and they can always withdraw it without forfeiting ANY-…

BOLI– Why the Benefits Outweigh the Concerns

We have been talking about the benefits of Bank Owned Life Insurance (BOLI) for some time now – and although we cannot take all the credit, it seems that banks are listening. According to the most recent data from Michael White Associates (MWA)*, total U.S….

The “Total Rewards” Approach to Attracting and Retaining Talent

…or other pressing financial issues to deal with; they’d rather spend their money on more “fun.” Addressing those concerns can perhaps be best done by a qualified financial advisor – or, as our own past surveys have indicated, by at least talking with family members…

Compliance Essentials

…long-term goals if they are focused on short term problems. With good data, we will know, for example, if company owners are reaching their contributions limits. When this happens, there’s likely a good reason to talk about additional features or other plan design options that…

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…

Good Window of Opportunity for Roth IRA Conversions

…higher than what you are paying currently. Since you’re no longer allowed to reverse a Roth IRA conversion, it’s important to understand the tax ramifications. Talk to your tax advisor before taking any action. TRADITIONAL VS. ROTH IRA: HIGH-LEVEL COMPARISON Here is a simplified comparison…

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…