“Talk to a Retirement Specialist” covers a wide scope of key retirement plan design and technical issues for plan sponsors and plan advisers, including defined benefit (DB), defined contribution (DC) and executive benefit plan design; fiduciary governance; multiple employer plans; non-discrimination testing; retirement planning essentials; and bank owned life insurance (BOLI).
The tool also allows visitors to ask questions.
“Our new Talk to a Retirement Specialist feature covers a broad range of topics in an easy Q&A format,” said Rich Rausser, Pentegra senior vice president of Client Services. “We think this type of tool will help plan sponsor clients and partners better understand the many facets of retirement plan design.”
The tool is available here.