We’re pleased to introduce the latest in our Pentegra SmartPath™ Thought Leadership Series: The Millennial SmartPath™, an exclusive report detailing best practices and strategies for millennials to help improve retirement readiness and overall financial wellness. Millennials, also known as Gen Y, are perhaps not surprisingly…
We know that it is never too early—or too late—to start planning and saving for retirement. The Pentegra Participant SmartPath™ offers simple, yet essential tips for building a savings and accumulation strategy that can put participants on the path toward more successful outcomes—and a secure…
The Pentegra SmartPathTM and the path to retirement readiness discusses best practices in plan design and savings strategies geared toward helping participants achieve more successful outcomes.
…the role of a plan fiduciary and the responsibilities fiduciaries have to a retirement plan and its participants. The Pentegra Fiduciary SmartPathTM is designed to help you understand your fiduciary responsibilities and corresponding liabilities and offers best practice recommendations and guidance for managing these duties.”…
…Our SmartPathTM series is all about creating best practice plan designs geared toward achieving greater retirement readiness. Pentegra SmartPath™ Thought Leadership Series The Pentegra SmartPath™ At Pentegra, we believe successful plan outcomes start with effective plan design. Plan features—automatic features—that better meet the needs of…
“When it comes to the fiduciary administrative oversight of a retirement plan, although most plan sponsors are the Named Fiduciary of their plan, the truth is that they are not aware of the myriad of fiduciary administrative responsibilities that come with that role, or that…
A blog by Richard Rausser, CPC, QPA, QKA, Senior Vice President – October 11, 2014 In my last blog I discussed the benefits of the new Pentegra SmartPath™, a tool that offers a series of progressive plan design metrics crafted in a way to best…
…we needed to make the 401(k) more successful and to get participants to focus on achieving that success by accumulating enough retirement assets to ensure a sufficient income for their golden years. What we came up with is the new Pentegra SmartPath™, an in-depth brochure…
…late – to start saving for retirement. As it turns out, there are key concurrent themes among all retirees. From saving more, and starting earlier to paying more attention to investments, our recent study, Beyond the SmartPathTM, offers fundamental and indispensable advice from retirees on…
…least. And it would be ideal to have a proactive, comprehensive solution that would empower both plan sponsors to design plans that are conducive to producing successful retirement outcomes, and participants with accurate retirement income projections and the clear means to achieve them. Pentegra’s SmartPathTM…
…year we also independently interviewed dozens of retirees for additional insights as part of our Beyond the SmartPath™ initiative. The results of the survey and follow-up interviews held no spectacular surprises. Among those we interviewed, every respondent echoed the long-standing plea of the retirement industry…
…hands-on with the management of your 401(k) plan, use the tools available in your plan to help set you up for better long term results. We encourage participants to take advantage of our SmartPathTM series to help set a course for retirement readiness and stay…