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Portfolio Rebalancing in the Recent Market Environment

…asset allocation and quantitative stock screening for mutual fund products. Prior to Mr. Slade’s tenure at Citigroup, he was an Investment Manager at NYNEX Asset Management (now Verizon). At Verizon, Mr. Slade was responsible for asset allocation and planning for its $15 billion Defined Benefit…

Pensions, Retirement and Markets: 5 Questions for 2018

…Slade’s tenure at Citigroup, he was an Investment Manager at NYNEX Asset Management (now Verizon). At Verizon, Mr. Slade was responsible for asset allocation and planning for its $15 billion Defined Benefit pension fund. Mr. Slade holds a Ph.D. in Economics from the University of…

How Should Retirees Approach the Decumulation Phase of Their Retirement Savings

…informed outlook. Consider investigating an annuity. As illustrated above, these can guarantee income for a retiree’s lifetime, and/or that of their beneficiary. Meet with a qualified financial advisor who specializes in retirement planning. Ideally this will have already been done during one’s working years, but…

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…

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…

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…

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…