…threshold is exceeded (e.g. when stocks appreciate by 10% or more versus bonds over a 4-week period). Given that current equity markets are very richly valued with the added variables of Covid-19, higher interest rates and geopolitical risks, there may be several potential benefits to…
…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.
On April 25, 2024, the Department of Labor (DOL) published its Retirement Security Rule: Definition of an Investment Advice Fiduciary (the “Retirement Security Rule”), a package of finalized regulations and amendments to several advice-related prohibited transaction exemptions (PTEs), including PTE 2020-02 and 84-24, as well…
Despite all the 401(k) media attention and national plan fiduciary discussion, plan sponsors continue to make very common mistakes year over year that are relatively easy to identify, fix and avoid, with the right help. Mistakes can be opportunities to improve existing retirement plans for…
It probably seems like 5500 season approaches sooner every year, which means less time to focus on other, more critical parts of your business. Attend this course to learn about how to make the process easier, including tips on small plan vs. large plan filing…
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…