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Help Clients Understand Why a QDIA Matters

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…

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….

Taming the Millennial Horse

…savings crisis that the United States faces as a whole, we believe that Millennials should consider reordering their priorities. Digging Deep Following a round of written responses from survey participants around the country, Pentegra independently interviewed a number of respondents for additional information designed not…

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…

The Pentegra Communication Advantage

Pentegra’s plan sponsor tools are designed to help you manage your plan easily and more effectively. Our comprehensive education and retirement planning resources focus on helping participants understand the financial challenge that retirement represents and how to best maximize the plan to meet their savings…

Getting Ready for a PEP Rally!

…of PEPs allow the participating employers to benefit from lower fees than in traditional single employer plans. In the RFI, the DOL states: PEPs are required to designate a pooled plan provider who is a named fiduciary of the PEP. As a fiduciary, the pooled…

SECURE – What It Can Mean for Small Businesses

…contribution plans. To be eligible, GoP member plans must – among other things — be an individual account plan or defined contribution plan; operate under the same trustees; and have the same designated fiduciary or fiduciaries. GoPs are scheduled to be made available in 2022….

The CARES Act and Your Retirement Plan

The $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act, signed into law on March 27, is designed to provide much-needed economic relief to individuals and businesses adversely affected by Coronavirus (COVID-19). But what everyone might not know about CARES is that it also…