…guidance on how to best evaluate these programs and optimally align programs with opportunities. Learn more about the pros and cons of each type of design and how to best meet the needs of the enterprise recordkeeping partner to the investment manager and individual advisor….
We’re excited to introduce you to the all new Pentegra OnLine Participant Portal! The newly designed website offers: Easy to use features and menus Streamlined navigation Device responsive access A new Retirement Income Optimizer Tool…
…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…
It’s not what you earn – it’s what you keep. Small business owners may be missing out on tactics and strategies designed to help them maximize their business income and achieve retirement savings goals for themselves and their employees. Hear from Mary Read, National Director…
This course is designed to teach the basic requirements for a retirement plan to be qualified including the tax benefits and the ramifications of losing tax qualified status. The course covers required plan language as well as discretionary options a plan sponsor may choose to…
It’s not what you earn – it’s what you keep. Small business owners may be missing out on tactics and strategies designed to help them maximize their business income and achieve retirement savings goals for themselves and their employees. Hear from Mary Read, National Director…
The long awaited, much anticipated SECURE 2.0 has finally arrived just before the end of the year in Congress’ omnibus spending bill. The bill is good news for retirement plans, with several provisions designed to help improve retirement savings and plan coverage. Key retirement plan…
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…
This course is designed to teach the basic requirements for a retirement plan to be qualified including the tax benefits and the ramifications of losing tax qualified status. The course covers required plan language as well as discretionary options a plan sponsor may choose to…
…is lost. It may be possible, however, with respect to certain mergers, under certain circumstances, to preserve the exception where the merged plan is designated as the ongoing plan. Generally, the automatic enrollment rules would apply to Starter 401(k) plans. Military spouse retirement plan eligibility…
…salary deferrals (pre-tax and designated Roth) an individual makes to all of the following plan types: 401(k), 403(b), Savings Incentive Match Plans for Employees (SIMPLE) plans [both SIMPLE IRAs and SIMPLE 401(k) plans[1]] and Salary Reduction Simplified Employee Pension (SARSEP) plans.[2] (Note: A person who…