CEFEX TPA Certification
What does it mean for a Third Party Administrator to be…
Search Results
We have found 222 results matching your search query.CEFEX TPA Benefits to Advisor
How does an advisor benefit from partnering with a CEFEX-certified TPA? And why is it important? Listen in to find out…
Thinking About Retirement 101 – Developing A Plan
Planning and preparing for retirement…
Pentegra Participant Website Overview
An overview of Pentegra’s Participant…
Making a Good 401(k) Plan Even Better
At Pentegra, we believe successful plan outcomes start with effective plan design. Plan features—automatic features—that better meet the needs of plan participants and plan sponsors can drive successful outcomes for participants and sponsors alike. The Pentegra SmartPath™ is a series of progressive plan design metrics…
Blog Talk Radio: Retirement Planning Tips
The Big Blend Radio Show – featuring interviews on travel, food, art, recreation and more – talks with Pentegra’s Rich Rausser about retirement planning for all ages….
The 401(k) Plan of the Future
At Pentegra, we believe successful plan outcomes start with effective plan design. Plan features—automatic features—that better meet the needs of plan participants and plan sponsors can drive successful outcomes for participants and sponsors alike. The Pentegra SmartPath™ is a series of progressive plan design metrics…
The Pentegra Participant Smartpath™
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…
PENTalk™ – How to Survive and Thrive in The Age of Change Within Trust and Wealth Management
“Join us as we discuss major trends creating opportunities and challenges for trust and wealth management departments. Topics include: Regulatory: The impact of the DOL Fiduciary Rule Markets: Entering an era of more modest investment returns Demographics: Adapting from accumulation to decumulation Technology: Robo Advisors…
Taking Steps to Improve Your Fiduciary Position
…gains for investors. Still, compliance remained for many a nebulous area; after all, most if not all firms claim to be acting in their clients’ “best interests” in the first place. A recent study by investment consulting firm Callan, “2018 Defined Contribution Trends,” reports: Plan…
Investing with “Style”: Growth and Value Stocks
…also provide diversification and protection against sudden changes in market trends. Other popular styles have included small and large capitalization stocks, which have intersected with growth and value. NOTE: Information presented herein is for discussion and illustrative purposes only and is not a recommendation or…
Some Thoughts On China And The Us Economy
…and major force for the United States, the world economy and global capital markets. Stay tuned. Notes 1. Wayne M. Morrison, “China’s Economic Rise: History, Trends, Challenges, and Implications for the United States”, Congressional Research Service, February 3, 2014. 2. United States Census Bureau, Top…