Today, 3(16) fiduciary outsourcing is becoming a part of every conversation that advisors have with their clients. Why? Because implementing 3(16) fiduciary outsourcing services is like hitting the easy button for plan sponsors. Please join us on March 16th at 3:16p.m. for Pentegra’s inaugural 3(16)…
Our Approach Flexible & Scalable Solutions for Every Opportunity Pentegra offers an expansive array of qualified retirement plan and fiduciary outsourcing solutions along with comprehensive retirement plan consulting services. Our services can be added to existing plan relationships without disruption. A Collaborative Approach That Places…
3(16) Fiduciary Overlay Solutions An independent fiduciary solution for plan administration Pentegra’s 3(16) Fiduciary Overlay Services raise the oversight of the administration of your plan to an even higher level. You have the assurance that every administrative detail is carefully reviewed by one of America’s…
…much of the work and legal responsibility for managing a retirement plan. Our fiduciary solutions are flexible and scalable for every opportunity, and can be added on to existing plan relationships without disruption. Fiduciary Roles We Perform Named Fiduciary 3(16) Fiduciary Administrator 3(38) Investment Fiduciary…
…outcomes By engaging a 3(16) plan administrator, the plan sponsor shifts fiduciary responsibility to the 3(16) for the services specifically contracted (e.g., plan reporting, participant disclosures, distribution authorization, plan testing, etc.). Not all fiduciary services are created equally, so choose wisely and enjoy the benefits…
Of Course Your Clients Are Fiduciaries When it comes to the topic of fiduciary responsibilities for qualified retirement plans, there are three things we know really well: Plan Sponsors are, by definition, a fiduciary of their own plan as they exercise control and act on…
…providers, the bottom line is that there are many ways that compliance errors can happen, from excluding eligible employees from the plan to mishandling hardship distributions and loans. Fiduciary liability is a critical concern for 403(b) administrators ERISA requires, among other things, that plan fiduciaries…
…half of them offer a retirement plan to their employees. Attend this course to understand the important role small businesses play in helping U.S. workers save for retirement; see how a plan governance process may help reduce fiduciary liability; identify plan design elements that may…
…share in the area of third party administrative and 3(16) fiduciary services for 403(b) plans. Today, with assets under administration/management of more than $13 billion, Pentegra is a leading provider of qualified retirement plan, fiduciary outsourcing , third party administrator (TPA), consulting, and institutional investment…
The SECURE Act of 2022 (“SECURE 2.0”) was passed by Congress and signed into law by President Biden on December 29th, 2022. The law contains 92 provisions, many of which are designed to expand retirement savings and coverage and simplify retirement plan rules. A number…
SECURE Act 2.0 of 2022 made many changes to 401(k)s and other types of retirement plans. Overall, these changes were designed to enhance the retirement plan experience for millions of participants. Features such as matching student loan payments, emergency savings accounts and Saver’s Match (formerly…