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Pentegra at 75: Still Going Strong

…the past 75 years, as has the community we serve. In fact, Pentegra wasn’t even Pentegra until 1993; we started off as the Retirement Fund of the Federal Home Loan Bank System, having been established by that system to administer a defined benefit pension trust…

Enhancing Your Bank’s Competitive Position with an Executive Benefit Plan

Enhancing Your Bank’s Competitive Position with an Executive Benefit Plan What is one of the keys to creating a lasting competitive advantage for any community bank? Attracting, retaining and rewarding the employees you need in order to ensure your success. Today, with unemployment rates trending…

The Growing Use of Collective Investment Trusts in Retirement Plans

Collective Investment Trusts (CITs) have recently gained significant traction in the plan sponsor community. What are CITs? Unlike mutual funds, CITs, also known as commingled or collective funds, are pooled investment vehicles organized as trusts and maintained by a bank or trust company. CITs are…

You’ve Saved Enough to Comfortably Retire. Now What?

…or colder climate? Do you want to downsize to a smaller home, move to an over-55 community, or maintain your current domicile as part of what you will leave for your heirs? As for the day-to-day routine in retirement: Have you thought about teaching a…

Pensionizing Your Retirement Savings

A blog by Rich Rausser, CPC, QPA, QKA, Senior Vice President, Pentegra Retirement Services – March 3, 2016 The Institutional Retirement Income Council (IRIC) – commonly referred to as a non-profit “think tank” for the retirement income planning community – recently released what it considers…

Why Non-Profits Should Embrace the 403(b) MEP

…can offer its employees a solid retirement plan, much like the better-known 401(k) … in effect, taking care of people within their organization while simultaneously continuing on their philanthropic mission. Associations of 403(b) sponsors come together with a sense of community. Non-profit employers are comfortable…

Feeling More SECURE About Retirement

Some good news out of Washington: On May 23, the U.S. House of Representatives overwhelmingly passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. Many view this as one of the most important changes to retirement plan rules that we have…

Second Thoughts About the SECURE Act

It has been crystal ball-gazing time since the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 passed the U.S. House of Representatives by a nearly unheard-of 417-3 vote earlier this year. At first it seemed a given that the bill would easily…