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Let’s Talk – Seriously – About Retirement

…aside,” noted one. “But a little something is still better than nothing.” A recurring theme was that conversations about planning for retirement are not taking place with enough frequency today. Most of the folks we spoke with said they grew up in households where serious…

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…

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…

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! 2022 401(k) Day Materials – Know Your Numbers 2021 401(k) Day Materials – REFOCUS REVIVE RESET 2020 401(k)…

Understanding Asset Classes

WHAT SHOULD BE MY FIRST STEP IN WHEN DEVELOPING AN INVESTMENT STRATEGY FOR MY RETIREMENT PLAN PORTFOLIO? Your choice of investments and how they perform over time is a key factor in determining how your account will grow. Everyone’s situation in life is different, and…