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…
The breakneck pace of enacting and/or amending federal legislation and regulations in 2020 is back in full force with the passage of the American Rescue Plan (ARP) Act of 2021. ARP is the federal government’s latest economic stimulus package and the first under President Biden….
A number of bills are under consideration by the 117th U.S. Congress that could have intriguing consequences for the retirement industry. Pentegra is here to help you stay one step ahead of what’s on the horizon. This webinar will provide insights into various legislative proposals…
Cybersecurity is defined as the state of being protected against the criminal or unauthorized use of electronic data, or the measures taken to achieve this. What does this mean for your employer sponsored retirement plan? ERISA-covered plans often hold millions of dollars or more in…
A review of the multiple proposals Congress is currently considering that have the potential to dramatically reshape the retirement plan…
Each year nondiscrimination testing must be performed on your Defined Benefit Plan. Do you have a strategy in place? The right plan design strategy can address potential testing failures. Join us on as we provide insights into what’s involved with nondiscrimination testing and what you…
Knowing exactly how to calculate Required Minimum Distributions for 2022 can be challenging due to several recent tax rule changes…and you need answers. The new rules are complex. Plan Sponsors and Advisors need to know what’s changing and…
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…
Reporting plan compensation right is integral to plan success. Compensation is the basis for determining contribution allocations, compliance testing as well as employee status. It is also one of the top sources of plan errors that can have long term, expensive consequences. The start of…
…rules, which are still applicable. An eligible employer that adds an auto-enrollment feature to its plan can claim a tax credit of $500 per year for a three-year period beginning with the first taxable year the employer includes an auto-enrollment feature. Let’s talk numbers with…