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What is a Multiple Employer Plan (MEP)?

and ongoing monitoring of plan investments, but can also protect advisors-acknowledging their role with their clients. How are plan investments typically handled under a MEP? Under a MEP, the sponsor often also serves as investment fiduciary. As the investment fiduciary, the MEP sponsor evaluates, identifies,…

Target Date Funds

…DATE FUNDS IN A RETIREMENT PLAN? Professional money managers have long recognized the importance of asset allocation. Studies have shown that investment performance is mostly determined by a portfolio’s mix of stocks, bonds, and short-term investments, not individual stock and bond selections. In many plans,…

Keep It Simple!

investments are typically lifecycle funds, balanced funds or managed accounts that are well diversified. Participants can stick with the default investment or choose to move their money into different investments offered by the plan. Model portfolios can also take much of the guesswork out of…

DOL: Tread Carefully When It Comes to ESG Investing

…What this means is that retirement plan fiduciaries should only use “pecuniary” factors – those that have a material, demonstrable impact on performance — when assessing investments of any type. The final rule does leave some room for ESG types of investments, but this assumes…

PENTalk™ – The Pentegra 3(16) Administrator SmartPath™

“When it comes to the fiduciary administrative oversight of a retirement plan, although most plan sponsors are the Named Fiduciary of their plan, the truth is that they are not aware of the myriad of fiduciary administrative responsibilities that come with that role, or that…

PENTalk™ – A Tax Advantaged Approach For Your Clients

“Do you have clients who are searching for opportunities for greater tax deductions? What if there was a way to provide help to your client while also maximizing benefits for themselves and their key employees? A cash balance plan may be the answer! Take a…

PENTalk™ – I Want to Retire. I Need a Plan

Typically, 75% of a business owner’s net worth is in his or her business. How do you translate that business value into retirement income? And how do you reach your goals without giving too much away? This PENTalkTM delves into how you transition from active…

PENTalk™ – The Countdown is On!

The countdown is on until the end of the year arrives. Which means the countdown is on to establish a qualified plan for 2017 and to be able to make a deductible contribution for the year. We can help you navigate this time compressed path…