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Choose Wisely Now For Later

Choose Wisely Now For Later

Submitted by • October 17, 2020

www.pentegra.com - Paper or plastic? Stairs or escalator? Chocolate, vanilla, or butter almond toffee crunch? You make decisions every day lots of them. Many have little or no lasting significance. But some of the choices you make now could have a significant impact later ...

The Basics Of Retirement Planning

The Basics Of Retirement Planning

Submitted by • October 8, 2020

bit.ly - When it comes to retirement planning, there are a number of savings vehicles to choose from as well as investment options to understand and consider. Not to mention assumptions you need to make about inflation, Social Security benefits, your longevity and health ...

The Lifetime Income Disclosure Rule: A Good Idea That Could Finally Become A Reality

The Lifetime Income Disclosure Rule: A Good Idea That Could Finally Become A Reality

Submitted by • October 1, 2020

bit.ly - Figuring out how much money one needs to save for retirement can be quite a balancing act for even the most prudent plan participant. Estimating when you will even retire can in itself be a conundrum for employees, especially younger ...

Building Blocks | Retirement Plan Consulting | Pentegra

Building Blocks | Retirement Plan Consulting | Pentegra

Submitted by • September 24, 2020

www.pentegra.com - Pentegra Building Blocks for Retirement education and retirement planning tools. Our Building Blocks library is designed to drive more successful retirement outcomes, focusing on different retirement education essentials from retirement planning to investment options to revisiting your portfolio. Check ...

Fiduciary Issues In The COVID Era

Fiduciary Issues In The COVID Era

Submitted by • September 3, 2020

bit.ly - It is no secret that these are tough – and confusing – times for most people. Officials inside and outside of government are issuing sometimes contradictory messaging; the economic effects of the pandemic are one of our great unknowns; and ...

What Is A Section 79 Plan? Retirement Plan Consulting

What Is A Section 79 Plan? Retirement Plan Consulting

Submitted by • August 27, 2020

www.pentegra.com - Section 79 plans are commonly known for the $50,000 free term life insurance they can provide for employees. Less commonly known is that Section 79 plans can also provide permanent life insurance. These plans are employee benefit plans established ...

Safe. Stable. Secure. A Tax Advantaged Retirement Plan With Guarantees

Submitted by • August 22, 2020

Safe. Stable. Secure. A Tax Advantaged Retirement Plan with Guarantees. Explore fully insured defined benefit plans, the large tax-deductible contributions and substantial guaranteed benefits they can provide, along with reducing the tax on those funds when they are distributed in ...

HEALS May Not Offer Much For Retirees – But What About TRUST?

HEALS May Not Offer Much For Retirees – But What About TRUST?

Submitted by • August 9, 2020

bit.ly - On July 27, 2020 the Senate Republicans rolled out their Health, Economic Assistance, Liability Protection and Schools (HEALS) Act, which would be another $1 trillion relief package for a nation still reeling from the COVID-19 pandemic. What does it do ...

Designing The Right Retirement Plan For Your Organization

Designing The Right Retirement Plan For Your Organization

Submitted by • July 30, 2020

www.pentegra.com - Retirement plans represent a large expense that employers incur to attract, retain, and motivate employees. Designing an effective retirement program means not only developing a plan that assists employees in meeting their retirement goals, but also addressing your organization’s business ...

Thinking Of Rolling An Old 401(k) Balance To An IRA? Not So Fast!

Thinking Of Rolling An Old 401(k) Balance To An IRA? Not So Fast!

Submitted by • July 22, 2020

bit.ly - Save early, save often” is our much-repeated mantra when it comes to constructing a sound retirement savings strategy. Prudent employees maximize their contributions to their company’s 401(k) plan, especially when it comes to taking full advantage of their employer’s matching ...