Education Tool Reinforces Importance of Saving, Planning

 

Pentegra Retirement Services introduced an online education tool for plan sponsors and participants.

 

 

“The Building Blocks for Retirement” is a library of information at Pentegra.com offering retirement planning vehicles and informative content to remind participants of the importance of saving and investing for retirement. Asset allocation, diversification, retirement planning essentials, investment strategy, risk tolerance, revisiting your portfolio and distribution planning are among the topics covered. 

The tool will also include e-newsletters that will directly correlate with key calendar dates in the industry and make it easier for plan sponsors to communicate with participants.

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“We believe that it is essential to communicate with our participants and reinforce the importance of saving for retirement,” said Rich Rausser, Pentegra’s senior vice president of client services. “We created this tool to promote retirement savings education and provide as much support, and as many tools as possible for our team.”

Click here for the website.

 

Non-U.S. Equities Catch the Eye of About a Third of Advisers

Other popular asset classes advisers are considering include non-U.S. fixed income, alternatives, real assets and commodities, Cogent Research found.

Advisers’ appetite for equities appears to be returning, with 35% planning to increase their exposure to non-U.S. public equities over the next two years, 26% planning to move more of their assets into U.S. public equities, and 11% eyeing private equities.

Interest in foreign fixed income is also strong, with 28% of advisers planning to increase their exposure to non-U.S. fixed income. Another 29% say they are planning to increase their holdings in other alternatives, with 28% apiece looking at real estate investment trusts (REITs) and real assets/commodities.

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Advisers seem to be loosening their grip on fixed income, cash and cash equivalents, with 31% planning to decrease their U.S. fixed-income holdings, and 21% looking to ease up on cash.

 

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