THE PENTEGRA DEFINED BENEFIT ADVANTAGE
With more than 70 years of experience and insights gained managing one of the largest multiple employer defined benefit plans in the nation and structuring competitive retirement programs for clients nationwide, we help clients navigate the changing defined benefit landscape, and better manage plan complexity and risk.
Bundled or Unbundled—You Choose the Services Based on Your Opportunity We offer an expansive array of defined benefit plan solutions on a bundled or unbundled basis and can serve in any combination of fiduciary roles. We offer fully integrated or stand-alone actuarial, investment fiduciary outsourcing and consulting services, including directed Trustee and benefit payment processing services. Our flexible arrangement can include an existing recordkeeper, trustee or investment manager.
Our Defined Benefit Solutions
Defined Benefit
Specialty Plans
Traditional Pension Plans
412(e)(3) Fully Insured Defined Benefit Plans
Cash Balance Plans
Age-Weighted Plans
DB/DC Combination Plans
Split Funded Defined Benefit Plans New Comparability Plans
Support for Every Phase of the Defined Benefit Plan Lifecycle
Consultative Plan Design
Recordkeeping, Administration & Benefit Processing
Plan Termination & Restructuring Strategies
Asset Liability Modeling
Pension De-Risking Strategies
Defined Benefit Plan Services • • • • • • •
Plan Design & Document Services Plan Consulting Services Actuarial and Technical Support Administration & Recordkeeping Services Benefit Payment & Processing Services Fiduciary Outsourcing Services Trustee Services
Partner with Pentegra to deliver a superior defined benefit solution for your clients. Contact the Pentegra Solutions Center at solutions@pentegra.com, or 855-549-6689. Follow our conversation. CA-1-2018
Pentegra Retirement Services 2 Enterprise Drive, Suite 408 Shelton, CT 06484 800.872.3473 www.pentegra.com