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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…

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…

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)…

Good Window of Opportunity for Roth IRA Conversions

The Roth IRA is a powerful tax-favored retirement option since it can offer a hedge against future tax-rate increases. But beyond tax planning considerations, Roth IRAs have several important advantages over traditional IRAs: Unlike a traditional IRA, a Roth IRA distribution is tax-free if you’ve…

Tools to Drive Success

It’s never too early—or too late—to start planning and saving for retirement. Pentegra offers tools and tips that are simple, yet essential tips for building a savings and accumulation strategy that can put participants on the path toward more successful outcomes—and a secure retirement reality….

The Pentegra Communication Advantage

Pentegra’s plan sponsor tools are designed to help you manage your plan easily and more effectively. Our comprehensive education and retirement planning resources focus on helping participants understand the financial challenge that retirement represents and how to best maximize the plan to meet their savings…

The Pentegra Participant Smartpath™

We know that it is never too early—or too late—to start planning and saving for retirement. The Pentegra Participant SmartPath™ offers simple, yet essential tips for building a savings and accumulation strategy that can put participants on the path toward more successful outcomes—and a secure…

Taking Steps to Improve Your Fiduciary Position

…vital. Be patient. If the last several years have taught us anything, it is to maintain one’s composure in the face of challenging, sometimes seemingly random changes. Long-term planning is always a goal, but an understandable hesitation to plan too far into the future seems…