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The 401(k) Plan of the Future

At Pentegra, we believe successful plan outcomes start with effective plan design. Plan features—automatic features—that better meet the needs of plan participants and plan sponsors can drive successful outcomes for participants and sponsors alike. The Pentegra SmartPath™ is a series of progressive plan design metrics…

Help Clients Find the 401(k) That’s Right For Them

…flexibility, customization, outcomes. And all of these drive plan design. It’s all about asking the right questions so that together, we can design and offer an ideal retirement plan for each of your clients. Give us a call to talk about how we can help. …

Building A Better 401(K) – Part Two

A blog by Richard Rausser, CPC, QPA, QKA, Senior Vice President – October 11, 2014 In my last blog I discussed the benefits of the new Pentegra SmartPath™, a tool that offers a series of progressive plan design metrics crafted in a way to best…

What 401(k) RESA Legislation Means for MEPs and PEPs

…include: must be run by a PPP (Pooled Plan Provider); must designate one or more bank[2] trustees who are not participating employers to ensure contributions are properly collected and remitted and hold assets for safekeeping; no unreasonable restrictions, fees, or penalties. Electronic Delivery as the…

Retirement Plan Implications of the New Tax Bill

…to study the math so as to tweak their plan design advice — but relatively few business owners are going to outright stop contributing to or sponsoring plans. The new rules are less beneficial to business owners than the old, and contributions will likely drop…

Your TPA Partner Can Help You Win Business

…orientation to be a consultative partner that listens and understands how to map the right plan design options to the right client to craft and optimize a retirement plan that can meet their tax and savings goals. We’re happy to work directly with you and…

“Why It Matters” Before “How It Works”

…have many plan designs and options to offer depending on what we determine may be a best fit for your clients. The temptation is to quote them what they ask for. We think the better approach is to first invest a little time in understanding…

How to Work with your Pentegra Team

…administrative burden to understanding best practices in plan benefits, this webinar will introduce you to: Common administrative mistakes and how to avoid them Tips and tricks from real Pentegra staff members to streamline your workload Overview of automatic plan features Recommendations for efficient plan design

Payroll – It’s More than a Detail

Every retirement plan design begins with a study of a company’s payroll. It’s the essential information that drives thinking around how to optimize tax and savings potential for both business owners and their employees. Once a plan is installed, we rely on payroll data to…

Some Thoughts on 401(k) Day

Each year, plan sponsors are encouraged to celebrate 401(k) Day by promoting their retirement plan. This year, National 401(k) Day is on September 8. Offering participants a plan designed with their best interests in mind, along with effective savings and accumulation strategies, and corresponding decumulation…

The Lure of Non-Qualified Supplemental Retirement Benefit Plans

…employees. A SERP is also designed as a deferred compensation agreement between the company and the key executive, with the company agreeing to provide supplemental retirement income to the executive and his family if certain pre-agreed eligibility and vesting conditions are met by the executive….