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Industry Designations & Endorsements

As an institutional fiduciary, we have important safeguards in place to ensure that your solution is administered according to the highest and most secure standards. In addition, we undergo annual SOC 1 and SOC 2 audits and our third party administration (TPA) operations are CEFEX…

Navigating the New Defined Benefit Pension Plan Landscape

…private funds. This approach is also designed to contribute to asset growth over the long term. Liability-focused investment strategy, which is designed to hedge interest rate risk. This involves a high-quality fixed-income portfolio that is structured via investment in bond funds; it may also include…

Understanding Forfeitures

…future contributions. The company’s retirement PLAN DOCUMENT spells out how forfeitures are to be treated. In other words, the definition of vesting and forfeitures and how they’ll be handled should be clear to the employer and all plan participants. As a plan design feature, vesting…

Building A Better 401(K) – Part Two

A blog by Richard Rausser, CPC, QPA, QKA, Senior Vice President – October 11, 2014 In my last blog I discussed the benefits of the new Pentegra SmartPath™, a tool that offers a series of progressive plan design metrics crafted in a way to best…

The Value of an Independent 3(16) Fiduciary

…participants’ needs. With such flexibility should come interactivity. Does your potential service provider offer a consultative and strategic approach to your retirement plan design? Will they furnish a thorough review of the existing program and provide peer analysis and competitive considerations? Going hand-in-hand with those…

Building A Better 401(K) – Part One

…that features a detailed series of progressive plan design metrics crafted in a way to best ensure successful retirement outcomes for both companies and their participants. The design we are advising is centered around automation. Automatic enrollment in – and subsequent automatic escalation of employees’…

Maximizing an Owner’s Retirement Benefit

…of retirement plan designs and individual plan features that can help them reach their goals. Depending on their situation, here’s a quick snapshot of some of the most popular: First, a 401(k) plan with a Safe Harbor feature can be a great vehicle. With this…

What is a Roth 401(k)?

…and traditional 401(k) contributions, subject to the maximum contribution allowable under 401(k) rules, but contributions to a Roth 401(k) account are irrevocable, meaning that once a participant designates a contribution as a Roth 401(k) contribution, those assets may not be re-directed as traditional 401(k) contributions….

The Millennial Mindset

…best practice guide to plan design and savings strategies to help everyone achieve successful outcomes. Automated savings and investment features can be built right into a retirement plan’s design to help millennials plan their future, their way and on their time. In fact, 64% of…

Understanding the Importance of BOLI Third Party Administration

…without a commensurate explanation of the associated risks. Therefore, reliance solely upon pre-packaged, vendor-supplied compliance information does not demonstrate prudence with respect to the purchase of insurance. An institution should not delegate its selection of product design features to its vendors. An institution that is…

Help Clients Find the 401(k) That’s Right For Them

…flexibility, customization, outcomes. And all of these drive plan design. It’s all about asking the right questions so that together, we can design and offer an ideal retirement plan for each of your clients. Give us a call to talk about how we can help. …