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We have found 138 results matching your search query.Answering the “Why Us?” Question
…the right words so clients feel like they have a true partner. For example, discuss how and when you partner with attorneys, CPAs, and TPAs and recordkeepers to bring best-in-class service. Communicate how you proactively look for opportunities to optimize participation. Demonstrate how you and…
Why Plan Restatements Provide An Ideal Time To Think About Plan Redesign
…than April 30, 2016. The restatement of the plan is also an opportune time to consider implementing progressive plan features—automatic features—that can help drive positive participant behavior to drive more successful outcomes. Current best practices in 401(k) plan design include adding automatic features to help…
Annual Pension Nondiscrimination Testing What you need to know to have a strategy in place!
…we provide insights into what’s involved with nondiscrimination testing and what you need to know: Timing Satisfying the IRS Code Contributing factors for plan testing failure Plan design best practices We will also provide some working examples that will help with the overall planning picture….
How to Work with your Pentegra Team
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…
Managing QDROs from a Fiduciary Perspective
…be a complex and lengthy process. Navigate these complexities and review the guidelines surrounding QDRO administration, valuation methodology and compliance requirements — including plan, ERISA and tax issues associated with QDROs. Join us as we discuss best practices in managing QDROs from a fiduciary perspective….
Benchmarking Your Organization’s Retirement Plan
While assessing whether or not your plan is in line with the current trends and best practices for retirement plans may be low on your “to do” list, it is important factor when it comes to employee recruiting and retention, and also in meeting your…
Pension Plans as Shareholders
…These proxy voting policies can lead, in some cases, to divestment of companies which are deemed to violate corporate governance best practices. Private pension plans, on the other hand, are governed by Department of Labor (DOL) regulations under the Employee Retirement Income Security Act of…
PENTalk™ – The Pentegra Smartpath™
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 Fiduciary Rule: Where Does it Stand?
…by a Federal court in 2018. The “SEC” prefix also doesn’t fit since the Securities and Exchange Commission’s (SEC) proposed “best-interest” rules are not expected be finalized until late 2019. While it is hoped that a common set of DOL/SEC rules will be rolled out…
What Is The Difference Between A 401(k) Plan And A 403(b) Plan?
…is the level of employer involvement. If a plan falls under ERISA there is a significant amount of employer involvement that is necessary. The employer chooses the types of investments option based on what is best for the plan and sends the payments to the…
More Tales of 401(k) Plans Gone Awry
…the case with one bank that did a very good job of everything … except for following the law when it came to their retirement plan. The bank had no intention of doing anything that could be construed as not being in the best interests…