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Some Thoughts on 401(k) Day

…strategies, is critical. With that in mind, we are taking the opportunity to use this day to share Pentegra’s top ten tips for smart retirement planning at any age. Top Ten Tips for Smart Retirement Planning No matter how old you are, take some time…

A Tale of Two Businesses

…of retirement plans. And 42% of all Americans have no life insurance at all. These scenarios can be avoided with some basic planning. Get started today by answering these key questions: What do you want to happen to your business? When do you want to…

How to Keep Your Retirement Fund Working for You

…accumulation phase, you are now entering a “decumulation” phase, where your income stream must cover basic expenses for shelter, food, utilities and other routine bills, as well as “pleasure” expenses, such as travel, hobbies and other fulfilling activities. While planning your decumulation strategy with a…

Tools

Tools Our many retirement planning tools and calculators are designed to take you through the different stages of retirement planning. Get started building your financial future today! 2020 401(K) Day Materials 2019 401(k) Day – Get in the Game! Pentegra’s Building Block Poster Series Recommended…

The Valuable Lesson We Can Learn From Retirees

…a strategy and align that strategy with their long-term goals. Participants often cannot measure whether they are on track to meet their retirement planning goals without first taking the steps to determine what the goals are. Rethink communication and education programs to help participants think…

Form 5500 in 2021: What We Know Now

In a world turned upside down by COVID-19, it can be difficult for retirement plan fiduciaries to make sure that they are following the rules – especially since a number of them have been altered by the Internal Revenue Service (IRS), Department of Labor (DOL)…

The Importance of Plan Compliance

To preserve its tax-exempt status, a qualified retirement plan must comply with numerous legal and regulatory requirements, both in form (the plan documentation) and in operation (how the plan is operated in accordance with the plan document). Plan sponsors must work with their service providers…

It’s 401(k) Day! Here are Some Tips to Get You on the Right Track

National 401(k) Day was created in 1996 by the Profit Sharing/401(k) Council of America to promote awareness of and contributions to 401(k)s. Simply put, a 401(k) is a retirement savings account that is often offered through your employer. Each month you put aside a selected…