Skip to Content

pentegra

Dialing For DOL Dollars

Dialing For DOL Dollars

Submitted by • about 2 weeks ago

bit.ly - The U.S. Department of Labor (DOL) has much in common with the Internal Revenue Service (IRS). Both are, of course, part of the federal government; both agencies can conduct audits; and, frequently, both are viewed by many people as necessary, ...

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

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

Submitted by • September 27, 2019

bit.ly - There are two important financial challenges faced by business owners: reducing tax liability and saving for future retirement. This guide will address both.

Dealing With The DOL And Missing Plan Participants

Dealing With The DOL And Missing Plan Participants

Submitted by • July 12, 2019

bit.ly - There are two sides to a particular coin being minted by the U.S. Department of Labor (DOL); namely, its efforts to get plan fiduciaries to work harder when it comes to locating terminated vested participants in retirement plans.

Good Window Of Opportunity For Roth IRA Conversions

Good Window Of Opportunity For Roth IRA Conversions

Submitted by • June 5, 2019

bit.ly - The Roth IRA is a powerful tax-favored retirement option since it can offer a hedge against future tax-rate increases. But beyond tax planning considerations.

Five Retirement Plan Changes That Employers Should Consider

Five Retirement Plan Changes That Employers Should Consider

Submitted by • February 6, 2019

bit.ly - 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 ...

Defined Benefit Plan

Defined Benefit Plan

Submitted by • January 31, 2019

www.pentegra.com - With a Defined Contribution plan, it’s the employees who make many of the contributions and take on the investment risk. Their retirement benefit is their accumulated balance. With a Defined Benefit plan, the employer makes the contributions and assumes the ...

403b Plans

403b Plans

Submitted by • January 16, 2019

www.pentegra.com - 403b plans are commonly used by tax-exempt organizations to provide retirement benefits for their employees. Generally, plans that are established or maintained by private tax-exempt organizations are subject to ERISA (governmental and non-electing church plans are always exempt).

403b Plans

403b Plans

Submitted by • January 16, 2019

www.pentegra.com - 403b plans are commonly used by tax-exempt organizations to provide retirement benefits for their employees. Generally, plans that are established or maintained by private tax-exempt organizations are subject to ERISA (governmental and non-electing church plans are always exempt).

Retirement Plan Consulting | Fiduciary Outsourcings Services

Retirement Plan Consulting | Fiduciary Outsourcings Services

Submitted by • January 13, 2019

www.pentegra.com - Pentegra is a leading provider of financial retirement planning, fiduciary outsourcing and financial planning services to clients nationwide. At Pentegra Partner with us to get on the Smart Path to retirement, design a retirement plan or executive benefit plan to ...