…and risk. A smart plan design with automatic features—auto-enrollment and auto-escalation – can better meet the needs of plan participants and providers alike, and can help realize greater retirement readiness. Plans like Pentegra’s SmartPathTM can be a key way to deliver successful outcomes for everyone….
…effort involved in becoming an investment expert. For many plan participants it may be beneficial to keep the process relatively simple so that they can more clearly understand what they are investing in. This is in line with the philosophy underlining Pentegra’s SmartPath™ initiative, which…
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…
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…
Each year, plan sponsors are encouraged to celebrate 401(k) Day by promoting their retirement plan. This year, National 401(k) Day is on September 8. Offering participants a plan designed with their best interests in mind, along with effective savings and accumulation strategies, and corresponding decumulation…
A blog by Rich Rausser, CPC, QPA, QKA, Senior Vice President- December 8, 2015 In furtherance of my recent discussions about distribution options that retirement plan participants may wish to consider during the “decumulation” phase of the retirement savings process, this blog addresses some additional…
A blog by Rich Rausser, CPC, QPA, QKA, Senior Vice President, Pentegra Retirement Services – January 12, 2016 A column that appeared in Forbes a few weeks ago caught my eye. The topic was a little out of the ordinary for that publication, and likewise…
A blog by Rich Rausser, CPC, QPA, QKA, Senior Vice President, Pentegra Retirement Services – March 3, 2016 The Institutional Retirement Income Council (IRIC) – commonly referred to as a non-profit “think tank” for the retirement income planning community – recently released what it considers…
A blog by Rich Rausser, CPC, QPA, QKA, Senior Vice President, Pentegra Retirement Services – November 3, 2015 We spend a great deal of our time at Pentegra helping participants accumulate the assets they need in order to achieve financial security for their retirement years….
A blog by Rich Rausser, CFC, QPA, QKA, Senior Vice President, Pentegra Retirement Services – July 20, 2016 Taking a holistic approach to designing any client’s retirement plan is a goal well worth trying to attain. This is especially true when it comes to credit…