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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…

Are More Modifications Needed Before We Feel SECURE?

When the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was finally signed into law on December 20, 2019, it was a cause for celebration among retirement industry professionals everywhere. After all, the SECURE Act was the first major legislation for our…

DOL’s Cybersecurity Guidance Arrives Just in Time

and dates of birth but also banking details — it is no surprise that cyberattacks are on the rise in our industry. It should also hardly come as news that many plan sponsors and fiduciaries have for some time regularly been targets of any number…

Rapid Pace of Legislation in 2020 Could Be Eclipsed by This Year’s

2020 was an unusually busy year … and not just for the most obvious reasons. Legislatively, the retirement savings industry was faced first with the Setting Every Community Up for Retirement Enhancement (SECURE) Act – actually signed into law on Dec. 20, 2019 — the…

Five Key Concerns for Retirement Plans in 2019

…There appears to be no shortage of federal legislation being considered that could have major impacts on the retirement plan industry. The White House has issued an Executive Order that seeks the removal of some of the obstacles to certain types of open multiple employer…

The Fiduciary Standards Conversation is Just Beginning

…actual change can take place before May. The running debate about the standards of care in the financial services industry is therefore beginning in earnest. The SEC is expected to weigh in on a uniform standard for brokers and investment advisers later this year; the…

A Different Kind of GoP

…in our industry. That is the GoP – which, I hasten to point out in these politically portentous times, does not refer to the Grand Old Party but to the SECURE Act’s “Group of Plans” option. We have written before about the vast potential that…

Pensions, Retirement and Markets: 5 Questions for 2018

As we look ahead, here are 5 issues which are likely to impact the retirement and pension industry in 2018: Will tax reform impact savings and retirement? – It is still far from certain that comprehensive tax reform will be passed by Congress, given the…

Industry Designations & Endorsements

…ability to meet the needs of ABA members with a wide variety of retirement product offerings, industry expertise and bank-focused solutions. Pentegra’s qualified retirement plan solutions have been selected as the exclusive Preferred Partner for credit unions by NAFCU Services Corporation. Pentegra’s qualified retirement plan…

DOL: Tread Carefully When It Comes to ESG Investing

…private-sector retirement and other employee benefit plans in light of recent trends involving ESG investing – which, as the name indicates, revolves around measuring the sustainability and societal impact of an investment, in order to determine the future financial performance of that investment. Falling under…

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

The recent passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act is rightly the cause of celebration throughout the retirement planning industry. As the most significant retirement plan legislation in more than a decade, the SECURE Act (“SECURE” or the “Act”) contains…