Pentegra :: Advisor Services

A Retirement Plan Provider Focused on Helping You Meet Your Goals.
That's an Advantage.

A Retirement Plan Provider Focused on Helping You Meet Your Goals.
That's an Advantage.

ADVISOR SERVICES

Retirement plan solutions should be as individual as the clients you serve. At Pentegra, we recognize the diverse needs of every client, and work closely with advisors to develop retirement plan solutions that help everyone achieve their retirement goals.

Pentegra's comprehensive approach delivers plan design and document support, consulting services, administration and recordkeeping, legal support, trustee services, regulatory compliance and government reporting, plus sponsor and participant communications - all with the added flexibility to choose the investment platform that's right for your clients.

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We offer the support of a dedicated relationship management team, backed by in-house ERISA attorneys, investment professionals, actuaries, consultants, compliance experts and education resources. Pentegra's flexible recordkeeping delivers a comprehensive online user experience that makes retirement plan account management easy for advisors, sponsors and participants, 24/7.

At Pentegra, our goal is to help you meet your goals. Our independent approach delivers a true open architecture investment arrangement - free of proprietary fund requirements - so that you can work with clients to structure the best retirement program for their needs.

Having a retirement provider that helps you meet your goals. Now that's an advantage.