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It’s Not a One-Size-Fits-All World

AND your expertise. It’s all about asking the right questions so that together, we can design the ideal retirement plan for each of your clients. For more on this, download the question list and give us a call to talk about how we can help….

Auto Enrollment and Escalation

…to accumulate what they need in retirement. Even though automatic features aren’t right for every plan, more could benefit. Just over half of retirement plans offer automatic features so there may be room to examine your book of business and talk to plan sponsors about

Some Thoughts on 401(k) Day

…allocation as your age and life circumstances change. Take advantage of your 401(k) plan today to help you build financial security and achieve successful retirement outcomes. Be sure to get more advice and tips by following Pentegra’s conversation on social media using the hashtag #TalkAboutRetirement….

DB Plans are Alive and Well

…to a company looking to keep top talent. But only businesses that have predictable earnings and long-term viability should consider a Defined Benefit plan because there are consequences if required contributions are missed. Let’s talk about clients who may benefit most from this kind of…