…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…
Our PENTalk™ provides an overview of how to prevent an audit, protect your retirement plan and yourself along with protective services Pentegra can offer your practice….
Laws change frequently and retirement plans need to be amended to comply with the most recent requirements. Attend this PENTalk™ to learn how best to approach making changes to your retirement plan.
Each year the Trustees of the Social Security and Medicare Trust funds report on the current and projected financial status of the two programs. The Report includes extensive information about the current operations of these important social insurance programs and analysis of their outlook. Assumptions…
For over 50 years, defined benefit pension plans served as the cornerstone to an employer’s retirement program. The 80’s and 90’s saw most plans overfunded, with little to no out of pocket contributions. Life changed in the 2000’s and beyond as the market struggled and…
Designing an effective retirement plan that helps meet a plan sponsor’s objectives and improves employees’ financial wellness can be challenging, especially if certain plan design considerations are not taken into account….
This year we hosted a panel discussion that included recordkeeping partners, advisors and clients to share their successes along with results from our recent study on “Plan Sponsor Attitudes About Retirement Plan Management and Fiduciary…
…extra percentage point or two can really help boost your account’s balance years from now, when it really count. Rebalance your 401(k) plan investments. Resetting your asset allocation will bring your portfolio’s weightings back into balance. Remember: Simply splitting your portfolio evenly between various markets…
…have. Let’s talk about two of them – namely, things we can address in plan design and things we can communicate to help set expectations. In plan design, our first goal is participation. To that end, auto-enrollment has been proven to be effective in getting…
…(the Department) is considering whether to propose a class exemption on its own motion to cover prohibited transactions involving PEPs and MEPs. It should further be noted that over the past six months, the DOL has been talking with firms like ours, as well as…
…easily quantified than things like expertise and quality and the care of consulting that we deliver together. When cost is the primary driver, benchmarking is a pretty straightforward quantitative analysis. When you’re prospecting it’s an offensive strategy as you invite employers to look at potential…