A leading provider of retirement plan, fiduciary outsourcing and institutional investment solutions to clients nationwide.
Partner with us to design a retirement plan or executive benefit plan to attract, reward and retain employees, reduce risk and burdens with our fiduciary outsourcing solutions, or achieve more successful outcomes with our SmartPath™ to retirement.
Our solutions: Qualified Retirement Plan and Fiduciary Outsourcing Solutions, Non-Qualified Plans, Benefits Financing Solutions using BOLI, and Institutional Investment Solutions
One of the largest and most
No conflicts of interest.
Nearly
experienced Multiple
As a privately held
$13 billion
Employer Plan (MEP)
company, we offer an
in retirement assets
providers in the nation
independent
under management
perspective and objective point of view
True outsourced fiduciary administration—
Unparalleled governance Our board
ERISA Named Fiduciary, 3(16) Administrator
of directors include representatives of
and Discretionary or Directed Trustee
our clients, Presidents and CEOs who use
capabilities delivering a level of fiduciary
our services and place the future
protection
of their own retirement benefits
unmatched in the industry
in our hands
Over
More than
100
98%
of
clients who have
client
75 years experience
been with us for over
30 years
A
retention rate
In-House Experts Certified Plan Consultants, ERISA attorneys, Enrolled Actuaries and credentialed professionals whose designations include, among others QKA, QPA, CEBS, PHR, and ASA
One of the largest and most experienced fiduciary administrators in the nation with over 1,000 outsourced plan adopters
Maximum flexibility for every opportunity. You decide how to work with us and we’ll select the services, fiduciary support and investment platform that bring your solution together seamlessly
Best-in-class investment options with true, open architecture including nonproprietary institutional index and retail mutual funds, self-directed brokerage accounts, ETFs and other non-traditional investments, such as employer stock and CD funds
Client driven culture. We were founded by our clients, are owned by our clients, and governed by our clients Client driven is in our DNA CEFEX Certified for our
Founded by the Federal Home Loan Bank
Administration Services by The Centre for
System in 1943 Pentegra continues to manage
Fiduciary Excellence, LLC
FHLB retirement plans today along with the defined benefit plan of the Office of the Comptroller (OCC)
Broad capabilities with all plan types, including complex designs. MEPs, 401(k) plans, Traditional Defined Benefit Pension plans, Cash Balance plans, 412(e)( 3) Fully Insured Defined Benefit plans, Split Funded Defined Benefit plans, DB/DC Combination plans, KSOPs, ESOPs, Profit Sharing plans, Age-Weighted plans, New Comparability plans, 457(b) and 457(f) plans, 403(b) plans and Non-qualified Executive Benefit and Director plans
Our fiduciary outsourcing
Strong presence in the
solutions and MEP expertise
financial services sector
differentiate your services
with more than 700
to help you deliver
financial institution
greater value for
retirement plans
your clients.
Contact us at 800.872.3473, visit us at www.pentegra.com or become part of the conversation and follow us on
2 Enterprise Drive, Suite 408, Shelton, CT 06484-4694 800•872•3473 tel 203•925•0674 fax www.pentegra.com © 2018 Pentegra Retirement Services All Rights Reserved