It’s All About Relationships There are many industry stats about 401k “sales.” Perhaps you have your own. It’s natural to talk in terms of lead generation and sales funnels and qualifying questions and, of course, closing. But, when you get down to it, it’s not…
…plan sponsor to fiduciary risk by making the decision to direct such contributions. As a result, the industry and regulators realized that it was important to establish what would become known as a Qualified Default Investment Alternative or QDIA. A QDIA is designed to meet…
…And we know this limits our ability as industry professionals to collaborate with companies to help their employees create good retirement outcomes. In this environment, it’s essential to try to help people learn how to think more critically about how they spend their money, how…
…about their future. So, why are YOU a good choice to help them get there? The key is to focus on your understanding of these important challenges and how you partner with other industry experts to deliver real value. Sometimes it’s as simple as choosing…
…about 6.2% of salary for financial service industry employers. About half of plans (54.6%) offer a matching contribution. Another 9.9% offer only a non-elective contribution (for example, a profit sharing contribution), and the remaining 31.8% of employers offer both. What Kinds of Contributions Are Out…
…in Pensions & Investments, the OCIO market is nearly $1 trillion in size, a huge number for an industry that barely existed before 2008. Investment managers have taken notice of this huge growth with a doubling of the number of firms offering this service in…
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…
…have been dominant players in their industry. They were dominant before the Covid-19 pandemic in early 2020. Since then, these stocks have retained their leadership in the virtual “work at home”, “stay at home” pandemic environment. Conversely, industrials, which have a high representation in the…
A number of bills are under consideration by the 117th U.S. Congress that could have intriguing consequences for the retirement industry. Pentegra is here to help you stay one step ahead of what’s on the horizon. This webinar will provide insights into various legislative proposals…
…retirement policy changes, many of which are effective in 2020. The new law makes broad changes to almost all aspects of the U.S. retirement system. Investors as well as everyone in the retirement services industry will likely be affected to some degree as a result…
…vehicle that invests in any investment, including but not limited to an investment described in items 1-11, above For full text of the bill click here. The bill is supported by a number of industry groups. However, there is some opposition to the bill from…
…There is an active request before the House Ways and Means Committee, written by the American Benefits Council and signed by over 100 industry groups and plan providers, to delay the effective date of this provision because of systems challenges. The $145,000 figure will be…