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Momentum Builds for Auto-IRAs

…last – viable retirement savings programs to workers who may otherwise be doing without, but also that they are auto-enroll programs. We have long maintained that a smart plan design with automatic features — including auto-enrollment and auto-escalation – can better meet the needs of…

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…

Compliance Essentials

…long-term goals if they are focused on short term problems. With good data, we will know, for example, if company owners are reaching their contributions limits. When this happens, there’s likely a good reason to talk about additional features or other plan design options that…

Decumulation – Strategies and Trends

…of decumulation work together. We’ll discuss how employers and advisors can offer effective plan designs that allow employees to maximize their options, and throughout, we’ll weave in tips and food for thought for your employees to consider to help set them up for retirement success!…

PENTalk™ – The Pentegra Smartpath™

The Pentegra SmartPathTM and the path to retirement readiness discusses best practices in plan design and savings strategies geared toward helping participants achieve more successful outcomes.

Target Date Funds

p>Target date funds, also sometimes called ‘age-based’ or ‘time horizon’ funds, are a series of balanced investment portfolios designed to correspond with a particular retirement time horizon. These funds seek to meet retirement goals through a combination of capital appreciation and income. WHY USE TARGET…

Understanding Asset Classes

…money for at least several years. WHAT ARE FIXED INCOME FUNDS? Fixed Income investments are designed to protect the value of your money over short periods of time. These types of investments generally present a low risk of losing principal. Fixed income funds include money…

Employer Connect: When to Set Sail with Safe Harbor

When to Set Sail with Safe Harbor You already know that a 401(k) is a very popular retirement plan and, like other plan designs, it allows your employees to take advantage of tax deferrals on contributions and earnings while their money accumulates for retirement. To…

Form 5500 in 2021: What We Know Now

…and other entities as a means of helping plan sponsors and participants navigate the pandemic. One in particular relates to Form 5500, developed jointly by the DOL, IRS and the Pension Benefit Guaranty Corporation (PBGC), designed to ensure that employee benefit plans can satisfy the…

Feeling More SECURE About Retirement

…seen since the Pension Protection Act of 2006, when Congress made it easier for employers to enroll workers automatically in 401(k)-type plans. One of the key provisions of the SECURE Act is designed to help those working at small businesses to save for retirement in…

Managing Money Market Reform

…each account in the fund has a person’s name attached to it. However, institutional money market funds, those designated for defined benefit and similar plans, must transact at a floating NAV, meaning the funds’ net asset value can be above or below $1.00. Both retail…

It’s Always a Good Time to Rethink Retirement Strategies

…also improve through lower cost turnkey programs specifically designed for small business which, in total, we estimate can unlock an additional $5 trillion in retirement assets. $5 trillion is certainly nothing to sneeze at … especially as the nation’s retirement savings figures continue to be…