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SECURE – What It Can Mean for Small Businesses

Understandably, the global and national effects of the COVID-19 pandemic are top of mind today. But, now that we generally appear to be on the downside of the coronavirus’s curve, it is worth revisiting the Setting Every Community Up for Retirement Enhancement (SECURE) Act, and…

Getting Ready for a PEP Rally!

…of the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was the creation of the PEP, which allows unrelated employers to collectively participate in a retirement plan that is professionally run. As with the Multiple Employer Plan (MEP), the economies of scale…

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…

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…

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…

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…

The “Definitive” List of Best States to Retire In

Many retirees seek to relocate after their careers are over, for a variety of reasons: Wanting to downsize, to live in a community of like-minded (and similarly aged) people, or moving closer to (or, in some instances, further away from) family and friends. But, assuming…

Not So PEPpy? Think Group of Plans

Despite predictions by some that 2021 would begin with an explosion of Pooled Employer Plans (PEPs) as a result of the passage of the SECURE Act (Setting Every Community Up for Retirement Enhancement), that does not seem to be the case, so far. Certainly there…