…your retirement plan partners will create a customized plan to optimize participation, be tax efficient, and set a path for good outcomes. Your orientation to be a partner for the long term will help set yourself apart. Talk to us about how we can help…
…AND your expertise. It’s all about asking the right questions so that together, we can design the ideal retirement plan for each of your clients. For more on this, download the question list and give us a call to talk about how we can help….
…to accumulate what they need in retirement. Even though automatic features aren’t right for every plan, more could benefit. Just over half of retirement plans offer automatic features so there may be room to examine your book of business and talk to plan sponsors about…
…to a company looking to keep top talent. But only businesses that have predictable earnings and long-term viability should consider a Defined Benefit plan because there are consequences if required contributions are missed. Let’s talk about clients who may benefit most from this kind of…
As an employer, implementing Auto-Enrollment features can help to shift employees in the direction of retirement savings while still allowing the freedom to make their own choices. Join us as we discuss what you need to know to implement or improve upon auto-enrollment features, including:…
Market volatility can sometimes cause us to make emotional financial decisions. That may not be the best strategy when saving for retirement. Join us as we discuss ways to help manage your investment strategy during times of market volatility, including: Evaluating where you are &…
The CARES Act is the third round of federal government support in the wake of the coronavirus crisis and associated economic fallout. The CARES Act provides further support to both individuals and businesses, including changes to retirement plan distribution and tax policy for individuals impacted…
With the passage of SECURE, PEPs and MEPs are the new rage, but are they the right solution and opportunity? What about Association Retirement Plans? When and where do they make sense? As one of the industry’s leading MEP experts and one of the most…
Over the past few weeks, the Internal Revenue Service issued Notices (2020-50 / 2020-51 / 2020-52) to provide greater clarify on provisions under the CARES Act. Key Provisions Impacting the Retirement Industry Notice 2020-50 – Coronavirus Related Distributions (CRD) and Coronavirus Related Loans (CRL) Notice…
…understand WHY they want to do this, before focusing on HOW we can help them. Let’s talk about what’s motivating your clients to consider a retirement plan. From there we can share illustrations and ideas that best fit their story, their circumstances, and their goals….
…it wrote, “followed by PEOs (Professional Employer Organizations), direct annuity writers, chambers of commerce, and plan advisors.” But, as with most things, we are talking quality over quantity when it comes to being a PPP. We expect as many as 30 of those 3,200 firms…
We’re excited to introduce you to the all new Pentegra OnLine Participant Portal! The newly designed website offers: Easy to use features and menus Streamlined navigation Device responsive access A new Retirement Income Optimizer Tool…