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PENTalk™ – Driving Successful Outcomes with Pentegra’s Education Tools

…successful retirement plan outcomes, as we explore subjects including: Defining success – What makes a great retirement plan? Benchmarking your plan – How do your plan’s utilization and metrics measure up against the industry? Next steps – Converting a well-designed plan into a secure retirement…

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.”…

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,…

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,…

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…

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…

Retaining Plan Records

…name, Social Security number, date of birth, and marital/family status Employment history information Officer and ownership history and familial relationships Election forms for deferral amount, investment direction, beneficiary designation, and distribution requests Listing of contribution and distribution transactions Notarized spousal consents and waivers Electronic Documentation…

Answering the “Why Us?” Question

…and what you recommend, but why they should do it with you. To be sure, your years of professional service and your credentials matter, but in a universe with many people who share the same designations and path as you, these things may not distinguish…

It’s Not a One-Size-Fits-All World

…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….