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Tales of 401(k) Administration Gone Awry – Part 2

…these problems – most of which a third-party administrator can address – but those which will remain one of your chores? Designing a plan smartly – and sticking with it – is of course the top priority. Doing so in a way that avoids doing…

Everyone Into the Pool? Not So Fast…

…As such, it can make decisions about PEPs as outlined under the SECURE Act, although participating employers or another designated third party can also be assigned those duties. (PEPs, incidentally, will be available starting January 1, 2021.) The PEP provisions, in turn, require that each…

The All New Pentegra OnLine

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…

Let’s Talk – Seriously – About Retirement

planning remains, is a sobering fact. Thus, we are introducing and promoting the hashtag #talkaboutretirement, designed to help spur dialogue among family members, business associates and friends, in addition to industry professionals. We hope that #talkaboutretirement will indeed become a trending topic – one that…

The Coming “Lifetime Income Solution” Revolution

…401(k) retirement savings over the course of one’s retirement years may not be the most prudent strategy. In such event, one may want to consider a Lifetime Income Solution (“LIS”) as part of one’s decumulation strategy. Essentially, LISs are designed to convert accumulated retirement assets…

PENTalk™ – The Pentegra Fiduciary Smartpath™

…the role of a plan fiduciary and the responsibilities fiduciaries have to a retirement plan and its participants. The Pentegra Fiduciary SmartPathTM is designed to help you understand your fiduciary responsibilities and corresponding liabilities and offers best practice recommendations and guidance for managing these duties.”…

The Federal Government May Be Getting Serious About Retirement – Finally

…to that customer. Regulation Best Interest is designed to prevent a broker-dealer from putting its financial interests ahead of the interests of a customer when making recommendations. On another front, Senate Finance Committee Chairman Orrin Hatch (R-UT) and Ranking Member Ron Wyden (D-OR) have introduced…

The “Total Rewards” Approach to Attracting and Retaining Talent

…performance over a specified period – and long-term incentive pay, which can include stock options, restricted stock, performance shares, performance units and cash. An employee assistance program (EAP). This is a work-based intervention program designed to assist employees in resolving personal problems, such as financial,…

Driving your Organization’s Success using Benefits as a Recruitment Tool

…benefits of sponsoring a retirement plan or if modifying your plan’s design could make it more valuable to the organization. Employers generally sponsor retirement plans to help them recruit and retain qualified employees and for the tax advantages available to plan sponsors. Here are some…

Fed Patience and Other Curiosities

…this week. When the FOMC released a statement from Chairman Powell, explaining why nothing happened, a number of other things started to happen. Confused yet? Don’t worry – most of what the Federal Reserve says and does about interest rates seems designed to confuse people,…