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Are More Modifications Needed Before We Feel SECURE?

…As with the Multiple Employer Plan (MEP), the economies of scale allow the participating employers to charge lower fees than traditional plans. Both models are designed to benefit small businesses who otherwise might struggle to afford a traditional plan. What is different is that, with…

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…

Form 5500 in 2021: What We Know Now

…and other entities as a means of helping plan sponsors and participants navigate the pandemic. One in particular relates to Form 5500, developed jointly by the DOL, IRS and the Pension Benefit Guaranty Corporation (PBGC), designed to ensure that employee benefit plans can satisfy the…

Not So PEPpy? Think Group of Plans

…– SEP, PEP, GoP, or MEP – outsourcing fiduciary duty to a reputable third party can save time, money and hassle. A third-party administrator (TPA) is, by design, someone who can keep track of all of the regulations, deadlines, changes, and other ins and outs…

It’s Always a Good Time to Rethink Retirement Strategies

…also improve through lower cost turnkey programs specifically designed for small business which, in total, we estimate can unlock an additional $5 trillion in retirement assets. $5 trillion is certainly nothing to sneeze at … especially as the nation’s retirement savings figures continue to be…

That’s Why They Invented (Virtual) Erasers

…avoid errors. Outsourcing responsibility by engaging an independent fiduciary also helps plan sponsors design a more effective plan that is compliant and easy to administer. Providing these and other valuable fiduciary services give plan sponsors more time to run their business. Oh, and we have…