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Tools

Tools Our many retirement planning tools and calculators are designed to take you through the different stages of retirement planning. Get started building your financial future today! 2021 401(k) Day Materials – REFOCUS REVIVE RESET 2020 401(k) Day Materials 2019 401(k) Day – Get in…

Feeling More SECURE About Retirement

…seen since the Pension Protection Act of 2006, when Congress made it easier for employers to enroll workers automatically in 401(k)-type plans. One of the key provisions of the SECURE Act is designed to help those working at small businesses to save for retirement in…

3(16) Administration—Make the Path Simple

…other parties, including the company’s own administrators and other TPAs – is designed to illustrate some of the problems our clients and prospective clients have experienced, and how Pentegra was able to solve them. 5500 Foibles We’ve all been guilty of blindly signing/agreeing to terms…

Practical and Tactical Actions for Small Business Owners

It’s not what you earn – it’s what you keep. Small business owners may be missing out on tactics and strategies designed to help them maximize their business income and achieve retirement savings goals for themselves and their employees. Hear from Mary Read, National Director…

Should a Plan Have an Investment Policy Statement?

…can help control risk and liability. The Department of Labor’s (DOL) Interpretive Bulletin (IB) 2008-02, as well as its predecessor IB 94-2, state that, “The maintenance by an employee benefit plan of a statement of investment policy designed to further the purposes of the plan

PENTalk™ – Where’s That Easy Button

…Fiduciary Day PENTalk™ – an interactive workshop designed to deliver a simple and effective understanding of these services and learn more about how you can leverage the 3(16) opportunity for your book of business. Hear from leading advisors on the tremendous opportunity 3(16) represents and…

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…

Retroactive 2021 Tax Planning; Overlooked Deductions and Credits

…to make a profit sharing contribution on behalf of participants for 2021, participants can only make pre-tax employee salary deferrals and designated Roth contributions prospectively—meaning after they execute valid salary deferral elections for compensation yet to be received in 2022. Retirement plan availability and coverage…

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…