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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…

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 CARES Act and Your Retirement Plan

planning your short-term financial future. And, as always, consult with a tax professional when taking a distribution or loan from your retirement plan, and for more details on how it may impact your individual financial circumstances. But can a company whose retirement plan does not…

You’ve Saved Enough to Comfortably Retire. Now What?

…the forest for the trees” scenario. By definition, retirement planning professionals are primarily concentrating on how to help their clients, and those clients’ employees, to develop a prudent savings strategy in order to achieve a comfortable retirement. We see people constantly striving to “hit their…

Thinking of Taking a Loan from Your 401(k)? Not So Fast!

…Senior Vice President of Client Services at Pentegra Retirement Services, a leading provider of retirement planning services to financial institutions and organizations nationwide, founded by the Federal Home Loan Bank System in 1943. Rausser oversees consulting, BOLI, actuarial, communications, and marketing practice groups at Pentegra….

Don’t Get Spooked: Overcoming Investing Bogeymen

…in search of something sweet. While we do not recoil in horror at these annual sights, many people planning for their retirement live in fear of a different kind of bogeyman: the performance of their portfolio. For these people, how to invest wisely for retirement

The Coming “Lifetime Income Solution” Revolution

…family care costs; and increasing life expectancies. While astutely planning for one’s retirement is a good idea at any age, it understandably becomes a more pressing issue as one nears their retirement. For example, if you are thinking of retiring in two years and start…

Keep It Simple!

…it sit there for so long?” I suspect that this is how the vast majority of 401(k) plan investors may feel. Many participants are largely uninformed when it comes to retirement planning. Irrespective of their level of education and professional training, they are probably not…

SSRA Clears Ways & Means; Hope Springs Eternal for Full Vote

…is real, and will only get worse without easier pathways to saving and encouraging workers to start planning for retirement earlier in life. This legislation expands automatic enrollment, simplifies many retirement plan rules, and strengthens small businesses’ ability to offer workplace retirement plans, to make…