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How To Talk Plan Design And Cash Balance With Your Clients

Submitted by • about 6 days ago

“It’s the time of year when your clients may be looking for opportunities for greater tax deductions. A cash balance plan could be the answer – but – how do you know if your client is the right fit for ...

The CARES Act And Your Retirement Plan

The CARES Act And Your Retirement Plan

Submitted by • about 2 weeks ago

bit.ly - CARES waives the additional 10% penalty tax on early (pre-age 59 ½) withdrawals up to $100,000 from a retirement plan or Individual Retirement Account (IRA) for qualified individuals. While those distributions are still subject to income tax, they can be ...

The Pentegra Defined Benefit Plan Advantage

The Pentegra Defined Benefit Plan Advantage

Submitted by • May 7, 2020

www.pentegra.com - With more than 70 years of experience and insights gained managing one of the largest multiple employer defined benefit plans in the nation and structuring competitive retirement programs for clients nationwide, we help clients navigate the changing defined benefit landscape, ...

The CARES Act And Its Impact On You

The CARES Act And Its Impact On You

Submitted by • April 25, 2020

www.pentegra.com - The Coronavirus Aid, Relief and Economic Security (CARES) Act provides financial relief for both businesses and individuals impacted by COVID-19, including important changes that impact retirement plans. How does the CARES Act Impact Retirement Plans? You can take a coronavirus-related ...

ERISA-Related Lawsuits Beg The Question: How Much Is Too Much?

ERISA-Related Lawsuits Beg The Question: How Much Is Too Much?

Submitted by • April 18, 2020

bit.ly - Recent Employee Retirement Income Security Act (ERISA)-related lawsuits have made the question “top of mind” for many in our industry. In one case, the Trader Joe’s grocery chain has been charged with “breaching its ERISA fiduciary duties in the management, ...

Tips For Surviving Market Volatility During COVID-19 Virus Uncertainty

Tips For Surviving Market Volatility During COVID-19 Virus Uncertainty

Submitted by • April 10, 2020

bit.ly - During this time, it may be somewhat comforting to remember that you are not alone. Everyone is wondering what the immediate future holds for the COVID-19 virus. Everyone else has the same fears and anxiety that you are feeling right ...

Retirement Planning Essentials

Retirement Planning Essentials

Submitted by • March 26, 2020

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 ...

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 ...