PENTalk™-Driving Successful Outcomes with a 3(16) Fiduciary
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We have found 29 results matching your search query.Of Course Your Clients are Fiduciaries
Of Course Your Clients Are Fiduciaries When it comes to the topic of fiduciary responsibilities for qualified retirement plans, there are three things we know really well: Plan Sponsors are, by definition, a fiduciary of their own plan as they exercise control and act on…
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…
PENTalk™ – Where’s That Easy Button
Today, 3(16) fiduciary outsourcing is becoming a part of every conversation that advisors have with their clients. Why? Because implementing 3(16) fiduciary outsourcing services is like hitting the easy button for plan sponsors. Please join us on March 16th at 3:16p.m. for Pentegra’s inaugural 3(16)…
Our History
…share in the area of third party administrative and 3(16) fiduciary services for 403(b) plans. Today, with assets under administration/management of more than $13 billion, Pentegra is a leading provider of qualified retirement plan, fiduciary outsourcing , third party administrator (TPA), consulting, and institutional investment…
Who’s the Plan Administrator?
…little thought is given to plans in these situations, a great deal of confusion, many missteps and fiduciary risk often arise. That said, failing to update the Plan Administrator role—the person or entity that is authorized with plan service providers to make decisions related to…
Big Plans for Small Businesses
Small businesses account for 99 percent of all U.S. businesses, and they employ half of private sector workers in the U.S. Most workers’ accumulate the majority of their retirement savings through workplace retirement plans. Because small business owners are concerned about their fiduciary liability, only…
Richard Rausser
Mergers and Acquisitions
…both parties have serious fiduciary and practical responsibilities to consider. The due diligence checklist of issues to research, assess, and report on before and after the merger event is well beyond the scope we can cover here. It includes primary areas of responsibility around assessing…
Practical and Tactical Actions for Small Business Owners
…of Pension and Protection Planning for Pentegra to learn about strategies such as applying the 199A tax deduction, using qualified and executive compensation arrangements to increase retirement income security, and implementing a plan governance process to mitigate fiduciary liability, as well as others. *Disclaimer: This…
Practical and Tactical Actions for Small Business Owners
…of Pension and Protection Planning for Pentegra to learn about strategies such as applying the 199A tax deduction, using qualified and executive compensation arrangements to increase retirement income security, and implementing a plan governance process to mitigate fiduciary liability, as well as others. *Disclaimer: This…
Defined Benefit Plan – Annual Actuarial Valuation and Plan Costs
Our PENTalk provides an overview of the Pentegra Defined Benefit Plan for Financial Institutions Pension Valuation Process and Results. Included in the PENTalk will be a discussion of: The Multiple Employer Plan Structure Principal Fiduciary Roles and Responsibilities Results for the Plan Year 7/1/2022 –…