Pentegra a Leading Provider of Retirement Plan and Fiduciary Outsourcing Solutions

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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


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