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Keep It Simple!

investments are typically lifecycle funds, balanced funds or managed accounts that are well diversified. Participants can stick with the default investment or choose to move their money into different investments offered by the plan. Model portfolios can also take much of the guesswork out of…

What is a Multiple Employer Plan (MEP)?

and ongoing monitoring of plan investments, but can also protect advisors-acknowledging their role with their clients. How are plan investments typically handled under a MEP? Under a MEP, the sponsor often also serves as investment fiduciary. As the investment fiduciary, the MEP sponsor evaluates, identifies,…

Target Date Funds

…DATE FUNDS IN A RETIREMENT PLAN? Professional money managers have long recognized the importance of asset allocation. Studies have shown that investment performance is mostly determined by a portfolio’s mix of stocks, bonds, and short-term investments, not individual stock and bond selections. In many plans,…

DOL: Tread Carefully When It Comes to ESG Investing

…What this means is that retirement plan fiduciaries should only use “pecuniary” factors – those that have a material, demonstrable impact on performance — when assessing investments of any type. The final rule does leave some room for ESG types of investments, but this assumes…

PENTalk™ – The Pentegra Fiduciary Smartpath™

“The laws governing retirement plans and their fiduciaries are complex, but complying with them doesn’t have to be. As an institutional fiduciary, Pentegra is intimately familiar with the role of a plan fiduciary and the responsibilities fiduciaries have to a retirement plan and its participants….

Blog Talk Radio: Retirement Planning Tips

The Big Blend Radio Show – featuring interviews on travel, food, art, recreation and more – talks with Pentegra’s Rich Rausser about retirement planning for all ages….

PENTalk™ – I Want to Retire. I Need a Plan

Typically, 75% of a business owner’s net worth is in his or her business. How do you translate that business value into retirement income? And how do you reach your goals without giving too much away? This PENTalkTM delves into how you transition from active…