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Retirement Planning Essentials

Retirement Planning Essentials

Submitted by • about 1 day ago

www.pentegra.com - Although retirement might seem like it is far away, taking the right steps now will help you build a secure future. Learn more about building your retirement strategy. Pentegra retirement planning education and tools provide you the complete details about ...

Clash Of The Goals: Save For College Or Retirement

Clash Of The Goals: Save For College Or Retirement

Submitted by • March 12, 2020

bit.ly - Retirement for you or college for your children? Which financial goal should you focus on the most? Many parents feel conflicted because they want to help their children get a good college education but know they need to save for ...

Fiduciary Roles Under ERISA

Fiduciary Roles Under ERISA

Submitted by • March 5, 2020

www.pentegra.com - The Named Fiduciary holds the highest level of fiduciary responsibility for the plan. Think of the Named Fiduciary as the plan’s ‘CEO.’ The ERISA-Named Fiduciary is the principal fiduciary for a plan, and prudently monitors and documents all decisions affecting ...

Rethinking Retirement

Rethinking Retirement

Submitted by • February 28, 2020

www.pentegra.com - A comfortable retirement may be your dream while working. But how do you feel about postponing retirement? An increasing number of workers are doing just that. According to the Bureau of Labor Statistics, the labor force participation rate for those ...

Five Key Concerns For Retirement Plans In 2020

Five Key Concerns For Retirement Plans In 2020

Submitted by • February 20, 2020

bit.ly - New years are often viewed as opportunities for new beginnings. And while that may be true, it is also the case that a new year can present new problems – or in some instances, the continuation of old problems. When it ...

Pensions, Retirement And Markets: Five Questions For 2020

Pensions, Retirement And Markets: Five Questions For 2020

Submitted by • February 13, 2020

bit.ly - 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 ...

New Self-Certification Rules For Hardship Distributions Should Be Embraced

New Self-Certification Rules For Hardship Distributions Should Be Embraced

Submitted by • February 7, 2020

bit.ly - The U.S. Department of the Treasury and the Internal Revenue Service (IRS) recently published final regulations modifying the hardship distribution rules for profit sharing, 401(k), 403(b), and eligible governmental 457(b) plans. And as you might guess, plan sponsors and participants ...

The Pentegra 316 Administration Advantage

The Pentegra 316 Administration Advantage

Submitted by • August 4, 2019

www.pentegra.com - Retirement plans can be complicated. But servicing them doesn’t have to be. The multitude of filings, administrative duties, and attention required to manage a retirement plan can be overwhelming. Get a list of 3(16) fiduciary outsourcing services that could be ...

Some Thoughts On 401(k) Day

Some Thoughts On 401(k) Day

Submitted by • July 25, 2019

www.pentegra.com - 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 ...

Five Retirement Plan Changes That Employers Should Consider

Five Retirement Plan Changes That Employers Should Consider

Submitted by • February 6, 2019

www.pentegra.com - Set it and forget it” might be the approach that many participants prefer to take when it comes to their retirement plan account, but for employers such an approach can be extremely limiting or even detrimental. As with most components ...