As one of America’s oldest independent fiduciaries, we help employers offer better retirement plans.
Expertise You Can Depend On
A Fiduciary First
We were founded more than 80 years ago as a Named Plan fiduciary—long before the role formally existed under ERISA.
Uncompromised Oversight
As one of America’s oldest independent fiduciaries, our clients enjoy the confidence that comes from uncompromised and objective oversight.
A Higher Level of Responsibility
As a fiduciary, we provide expert oversight and in-depth knowledge, shouldering much of the work and legal responsibility for managing a retirement plan.
The Benefits of Outsourcing 3(16) Plan Administration
Learn how outsourcing 3(16) fiduciary responsibilities can be a strategic decision that delivers significant benefits
Current Thinking
Smarter Plan Design Starts Here: Best Practices and the Power of a 3(16) Fiduciary
As a financial advisor, you play a central role in helping plan sponsors design, implement, and manage retirement plans that read more
What’s Keeping Your Clients Up at Night?
Managing a retirement plan has never been more demanding. Today’s plan sponsors are expected to juggle increasing responsibilities when it read more
Navigating Defined Benefit Plan Derisking: Strategies and Considerations for Plan Sponsors
Defined benefit (DB) pension plans have long been a valued component of retirement security for some workers, but they also read more
Compliance Problems, Plan Corrections & Preventive Strategies: What Financial Advisors Should Know
For financial advisors supporting retirement plan clients, it’s no secret that navigating the regulatory complexities of qualified plans can be read more
Pentegra 3(16) Fiduciary Overlay Services
Protect your retirement plan – with independent plan administration and oversight.
