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Five Key Concerns for Retirement Plans in 2019

…which usually refers to instances where a plan fiduciary acts in its own – rather than its participants’ — best interests when administering a plan. “The 401(k) plans sponsored by over 40 financial firms – including most of the largest companies in this sector –…

A Wish List for Santa

…blocks for many business owners and executives, who often feel that their focus should be on their jobs and not on the legal, moral and ethical obligations involved with being a fiduciary of a retirement plan. By outsourcing the fiduciary role to a knowledgeable third-party…

Dialing for DOL Dollars

…or complaints that may indicate a fiduciary breach are referred for investigation. In fact, some 70 percent of plans investigated by the DOL are found to be in violation of ERISA. Inadvertent – or, more problematically, advertent – ERISA violations can obviously have a devastating…

PENTalk™ – Where’s That Easy Button

Today, 3(16) fiduciary outsourcing is becoming a part of every conversation that advisors have with their clients. Why? Because implementing 3(16) fiduciary outsourcing services is like hitting the easy button for plan sponsors. Please join us on March 16th at 3:16p.m. for Pentegra’s inaugural 3(16)…

That’s Why They Invented (Virtual) Erasers

…avoid errors. Outsourcing responsibility by engaging an independent fiduciary also helps plan sponsors design a more effective plan that is compliant and easy to administer. Providing these and other valuable fiduciary services give plan sponsors more time to run their business. Oh, and we have…

Fiduciary Solutions

Fiduciary 3(16) ERISA Named Administrator 3(38) Fiduciary Trustee, Directed or Discretionary Our heritage as a fiduciary guides everything we do.. Do It For Me Full Fiduciary Outsourcing The employer outsources all three of the principal ERISA fiduciary roles: 402(a) Named Fiduciary, 3(16)(A) Plan Administrator, and

3(16) Fiduciary Solutions EPIC + Pentegra AdvantEdge

…3(16) Fiduciary Website Library of Sales Tips Success Stories Technical & Legislative Resources Videos and Webcasts Articles and Whitepapers Articles: The Value of an Independent 3(16) Fiduciary The Educated 3(16) Fiduciary Pentegra Sales Territory Map Our team is here to help! Contact the Pentegra Solution…

Pensions, Retirement and Markets: 5 Questions for 2018

…plans and annuitization of benefits through third parties. We expect these trends to continue in 2018. Will the Department of Labor (DOL) Fiduciary Rule Continue as a Significant Force? The DOL Fiduciary Rule went partially into effect in June 2017 while fully required implementation has…

3(16) Fiduciary Solutions The ADP + Pentegra AdvantEdge

…Pentegra’s Consulting Solutions Training Materials Pentegra’s 3(16) Fiduciary Website Library of Sales Tips Success Stories Technical & Legislative Resources   Videos and Webcasts Articles and Whitepapers Articles: The Value of an Independent 3(16) Fiduciary The Educated 3(16) Fiduciary Pentegra Sales Territory Map Our team is…

3(16) Fiduciary Solutions The Ascensus +Pentegra AdvantEdge

3(16) Fiduciary Solutions The Pentegra AdvantEdge Sales and Marketing Materials Sell Sheets Pentegra Enhanced Sell Sheet Enhanced Fee Page Pentegra Comprehensive Sell Sheet Comprehensive Fee Page Pentegra’s 3(16) Fiduciary Solutions – Plan Responsibilities Pentegra’s Consulting Solution   Training Materials Pentegra’s 3(16) Fiduciary Website Library of…

Retirement Plan and Fiduciary Solutions

What We Offer We Build Better Retirement Plans We offer a comprehensive array of qualified retirement plan solutions, fiduciary and consulting solutions. With every opportunity, our goal is to create retirement plans that run with less risk, greater efficiencies and improved outcomes….