…understand WHY they want to do this, before focusing on HOW we can help them. Let’s talk about what’s motivating your clients to consider a retirement plan. From there we can share illustrations and ideas that best fit their story, their circumstances, and their goals….
With the passage of SECURE, PEPs and MEPs are the new rage, but are they the right solution and opportunity? What about Association Retirement Plans? When and where do they make sense? As one of the industry’s leading MEP experts and one of the most…
The CARES Act is the third round of federal government support in the wake of the coronavirus crisis and associated economic fallout. The CARES Act provides further support to both individuals and businesses, including changes to retirement plan distribution and tax policy for individuals impacted…
Market volatility can sometimes cause us to make emotional financial decisions. That may not be the best strategy when saving for retirement. Join us as we discuss ways to help manage your investment strategy during times of market volatility, including: Evaluating where you are &…
As an employer, implementing Auto-Enrollment features can help to shift employees in the direction of retirement savings while still allowing the freedom to make their own choices. Join us as we discuss what you need to know to implement or improve upon auto-enrollment features, including:…
Over the past few weeks, the Internal Revenue Service issued Notices (2020-50 / 2020-51 / 2020-52) to provide greater clarify on provisions under the CARES Act. Key Provisions Impacting the Retirement Industry Notice 2020-50 – Coronavirus Related Distributions (CRD) and Coronavirus Related Loans (CRL) Notice…
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…