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3(16) Fiduciary Solutions Principal + Pentegra

…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 here to help! Contact…

3(16) Fiduciary Solutions Empower + Pentegra AdvantEdge

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

What’s Included In A Plan Document

…with the state excluded the incarcerated employees, its plan document did not. As the 3(16) fiduciary administrator for the plan, naturally, this set off a long series of conversations around the definition of an ‘employee’ and a great deal of discussion with our legal team….

A To-Do List for Retirement Planning This Year

…always widely reported. A reputable adviser with a track record of monitoring such activities can be of immeasurable value here. Consider outsourcing fiduciary responsibility. This is another tip that we regularly share, but it bears repeating as we (hopefully) start returning to “normalcy.” Outsourcing fiduciary

Of Course Your Clients are Fiduciaries

Of Course Your Clients Are Fiduciaries When it comes to the topic of fiduciary responsibilities for qualified retirement plans, there are three things we know really well: Plan Sponsors are, by definition, a fiduciary of their own plan as they exercise control and act on…

A Different Kind of GoP

…– and potential penalties for errors – involved with being a PPP is one thing; making sure you are in full compliance is the real job of a fiduciary. Does the corner PEP “mechanic” truly understand what it is to be a fiduciary? Enter the…

3(16) Administration—Make the Path Simple

We hear a lot of conversations among clients and advisors debating the value of a 3(16) Plan Administrator. A 3(16) Plan Administrator is the fiduciary who manages the day-to-day administration of a retirement plan, not only performing traditional Third Party Administrator (TPA) services, but accepting…

PENTalk™ – The Pentegra 3(16) Administrator SmartPath™

“When it comes to the fiduciary administrative oversight of a retirement plan, although most plan sponsors are the Named Fiduciary of their plan, the truth is that they are not aware of the myriad of fiduciary administrative responsibilities that come with that role, or that…

How Trump’s Win Could Affect the National Retirement System

…up yet—anything can happen. Rewriting the Fiduciary Regulations Putting a hold on pending effective dates of new regulations imposed by predecessors is something virtually every new president does. The expectation prior to November 8 was that Clinton would win and that she would support the…

Benchmarking Your Organization’s Retirement Plan

fiduciary obligations as a plan sponsor. WHAT SHOULD I BE LOOKING AT WHEN DETERMINING THE EFFECTIVENESS OF MY ORGANIZATION’S RETIREMENT PLAN? Measuring your plan’s success is more than simply evaluating plan deferral and participation rates it includes measuring fiduciary responsibilities, the degree to which plans…

Why Non-Profits Should Embrace the 403(b) MEP

…that covers unrelated employers while transferring many of the responsibilities and liabilities associated with being a named fiduciary to the MEP. Non-profits looking to reap the benefits of a 401(k) MEP can do so via a 403(b) MEP. Available to non-profit employers, a 403(b) can…