…participants and beneficiaries. A considerable amount of confusion and concern has been the result for those in and around the 401(k) industry, centered around the question of whether the new reporting and compliance requirements will make client service more expensive and ultimately force brokers to…
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…
…and market share (i.e. very few companies comprising a dominant share of its industry) have been driving the overall stock market. In 2017, if an investor or asset manager did not hold Facebook, Amazon, Apple, Netflix, Google (Alphabet) and Microsoft (the FAANGM stocks), they would…
…a very real scourge in our industry – as many TPA clients have unfortunately found to their dismay. Pentegra stands behind its services and its clients. When the DOL has an issue and picks up the phone to call someone, they are calling Pentegra when…
…have been dominant players in their industry. They were dominant before the Covid-19 pandemic in early 2020. Since then, these stocks have retained their leadership in the virtual “work at home”, “stay at home” pandemic environment. Conversely, industrials, which have a high representation in the…
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…
…retirement policy changes, many of which are effective in 2020. The new law makes broad changes to almost all aspects of the U.S. retirement system. Investors as well as everyone in the retirement services industry will likely be affected to some degree as a result…