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! 2022 401(k) Day Materials – Know Your Numbers 2021 401(k) Day Materials – REFOCUS REVIVE RESET 2020 401(k)…
…Senior Vice President of Client Services at Pentegra Retirement Services, a leading provider of retirement planning services to financial institutions and organizations nationwide, founded by the Federal Home Loan Bank System in 1943. Rausser oversees consulting, BOLI, actuarial, communications, and marketing practice groups at Pentegra….
…is real, and will only get worse without easier pathways to saving and encouraging workers to start planning for retirement earlier in life. This legislation expands automatic enrollment, simplifies many retirement plan rules, and strengthens small businesses’ ability to offer workplace retirement plans, to make…
…a source of concern. According to the U.S. Federal Reserve, roughly one-quarter of adults have no retirement savings at all – and just 36% believe that their retirement planning is where it needs to be. PwC estimates that the median retirement savings account of $120,000…
Implicit in planning for retirement is looking ahead. But thanks to the SECURE Act and the Internal Revenue Service (IRS), it can pay to look to the past as well. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 allows an employer…
…important topic for participants getting ready for retirement. However, participants often need more than education, they need personalized planning on how to tie Social Security in with their other savings. A retiree can start taking Social Security at age 62 but their benefit will be…
…participants have been mired in and myopically focused on attaining plan investment gains. While plan returns are, indeed, important during the accumulation phase of the retirement planning journey, it is not the ultimate goal of a DC plan. The goal is to grow each participant’s…
…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…