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 &…
A blog by Rich Rausser, CFC, QPA, QKA, Senior Vice President, Pentegra Retirement Services – April 11, 2017 With Small Business Week on the horizon (April 30 to May 6), I want to talk about how a retirement plan can be used as an important…
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…
…participants who feel underqualified to manage their retirement accounts. While there are potential pitfalls involved with such automation, it is still vital for workers to begin saving as soon as possible. Simplify the process of investing in a smart, thoughtful manner. Talking with professional advisors…
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…
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…
QDROs (Qualified Domestic Relations Order) have become part of the daily landscape of retirement plan administration and management. Administering QDROs can be a complex and lengthy process. Navigate these complexities and review the guidelines surrounding QDRO administration, valuation methodology and compliance requirements — including plan,…
401(k) administration can be challenging…but your Pentegra team is here to help you make it easier! Learn useful information on how to effectively work with your Pentegra team. From easing your administrative burden to understanding best practices in plan benefits, this webinar will introduce you…
…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….
The SECURE Act represents the most significant retirement plan legislation in more than a decade. Join us as we cover the most important features and how they impact you. Improved access to retirement savings plans—including changes to Safe Harbor plans Expanding savings opportunities, including increases…
…it wrote, “followed by PEOs (Professional Employer Organizations), direct annuity writers, chambers of commerce, and plan advisors.” But, as with most things, we are talking quality over quantity when it comes to being a PPP. We expect as many as 30 of those 3,200 firms…
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…