…contribution models. A comprehensive review of private retirement coverage, individual and household accounts balances, investment trends, costs and net returns, and retention and distribution during retirement. A comprehensive review of societal trends, including wage growth, economic growth, unique small business challenges, serial employment, gig economy,…
As we head into 2019, below are five questions relating to current trends and topics which are expected to impact retirement and savings next year: How will tax reform continue to impact savings and retirement? Overall, the reduction in U.S. corporate tax rates contributed significantly…
…Value in Health Care shed some light on recent utilization and price trends in health care spending. Chart 1 indicates that over the 1990-2018 period, growth in utilization of most categories of health care services has declined from its early-1990s peaks, although utilization has peaked…
As we head into 2020, below are five questions relating to current trends and topics which are expected to impact retirement plans, financial markets and savings next year: Will the 2019 U.S. equity rally continue into 2020 or will “fundamentals” take hold? After declining by…
…private-sector retirement and other employee benefit plans in light of recent trends involving ESG investing – which, as the name indicates, revolves around measuring the sustainability and societal impact of an investment, in order to determine the future financial performance of that investment. Falling under…
…summary, it seems certain that RoboAdvisors are here to stay and will continue to grow. However, their algorithms will also require human intervention and advice to ensure that advisory firms are fulfilling their fiduciary role. Barbara Friedberg, “6 of the Newest Trends in Robo Advisors”,…
How does a plan sponsor benefit from its advisor being CEFEX…
What does it mean for a Third Party Administrator to be…
How does an advisor benefit from partnering with a CEFEX-certified TPA? And why is it important? Listen in to find out…
Planning and preparing for retirement…
An overview of Pentegra’s Participant…
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…