PENTEGRA'S SENIOR LEADERSHIP TEAM
PENTEGRA'S SENIOR LEADERSHIP TEAM
Pentegra Retirement Services is led by a team of seasoned retirement plan professionals who are dedicated to serving the retirement plan needs of plan sponsors and participants in organizations nationwide.
John E. Pinto is President and CEO of Pentegra Retirement Services. An integral part of Pentegra's management team since 1991, John has played a vital role in shaping the culture of the Pentegra organization and upholding the values-integrity, responsibility and a focus on our clients' success-essential to the Pentegra brand.
His vision has helped lead the organization to become one of the nation's largest multiple employer plan providers and longest-serving institutional fiduciaries.
Since joining Pentegra Pinto's creative talent and energy have been the driving force in continually expanding and improving the company's s retirement plan solutions. Due to his strategic insight and business acumen, the Pentegra organization succeeded in a number of significant acquisitions, doubling in size, with over $7.5 billion in assets under management.
With more than 30 years of experience in the financial services industry, he spent much of his career not only developing strategic plans, but also executing tactical solutions. Prior to becoming Pentegra's President and CEO, Pinto was the Executive Vice President and Chief Operating Officer, responsible for overseeing Pentegra's defined contribution operations, defined benefit operations, and information technology and finance areas. He first joined the organization in 1991 as Comptroller, and quickly rose to the position of Treasurer in 1994. He was promoted to Senior Vice President and Chief Financial Officer in 2001, and Senior Vice President and Chief Operating Officer in 2008. In 2009, he was named Executive Vice President and Chief Operating Officer.
He began his career at Met Life in 1982 as a Senior Accountant. John holds an M.B.A. in Finance from Sacred Heart University, and a B.S. in Accounting and Business Administration from Kings College.
He is an avid fisherman and gardener. When he's not thinking about Pentegra's next acquisition, he makes time for his favorite pastime, rooting for the NY Jets. He resides with his family in Stratford, CT.
Robert Alin is responsible for overseeing Pentegra's legal, compliance and governance areas. He joined Pentegra in 1986 and is our chief legal officer. Robert and his team consult with clients regularly with regard to ERISA issues, IRS, DOL and PBGC regulations and their impact on plan design and qualification, as well as plan compliance. Robert has been involved in every aspect of the business of Pentegra, and was instrumental in procuring a change to Section 413(c) of the Internal Revenue Code which was necessary to treat clients equitably and foster client retention, as well as the oversight of Pentegra Services, Inc. and obtaining a prohibited transaction exemption in connection therewith which have been integral to the growth of the business. Robert has over 30 years experience in all facets of retirement benefits, and has counseled clients on qualified and nonqualified retirement plans, welfare benefit plans, and compensation arrangements. Prior to joining Pentegra in 1986, Robert was in private practice specializing in all facets of employee benefits and tax law. Robert also served as a professor in employee benefits at the Adelphi University Lawyer's Assistant Program and has been a frequent lecturer in the field of employee benefits. He holds a J.D. and LL.M. in Taxation from New York University School of Law and a B.A. with distinction from the University of Rochester.
Jeff Kissel is responsible for overseeing Pentegra's actuarial services area, where actuarial liabilities and funding levels are determined for each of Pentegra's pension clients and retirement benefits are paid out to more than 10,000 retirees. With over 25 years of actuarial consulting expertise, Jeff and his team extend their focus beyond number crunching to offer valuable insights into your plan-participant characteristics, assets and liabilities, cost and benefit objectives - and how those variables affect both your bottom line and your organization's human resource goals. Jeff joined the organization in 2005. He is an author and speaker on retirement benefit and pension issues. Jeff is a graduate of Binghamton University with a B.A. in Mathematics and a B.S. in Accounting. He is also a Fellow of the Society of Actuaries and an Enrolled Actuary.
As Pentegra's Chief Operations Officer, Michael Palmiere oversees Pentegra's Actuarial Services, Defined Contribution Services, Information Technology, Trust Services, and TPA Operations areas.
As Chief Operations Officer, Michael is responsible for driving the execution of Pentegra's strategic initiatives and organizational goals. He and his team develop, design and continuously improve the systems and processes that deliver Pentegra's products and services. A strategic thinker, he is exceptional in his ability to not only envision what needs to happen but also execute the details.
Michael brings more than 25 years of retirement plan operations and expertise to his role. A high energy, high impact professional, his deep knowledge of retirement plan operations management and business models are a tremendous asset to our organization as we continue to advance our operations in response to changing industry dynamics.
Prior to joining Pentegra, he built an extensive operations management background, having held senior level positions at Morgan Stanley Smith Barney, Merrill Lynch, and several large public accounting firms. In 2011, his team was awarded the prestigious MSSB Global Operations Excellence Award.
A graduate of Manhattan College, Michael holds a Bachelor of Arts degree in English. He also maintains FINRA Series 7, Series 66 and Series 24 registrations.
Rich oversees Pentegra's Consulting, Product Development, Client Transition and Marketing practice groups. Rich joined the organization in 1997 and has more than 30 years of experience in the retirement benefits field.
His extensive knowledge of the retirement plan industry includes a unique mix of small company and Fortune 500 level consulting work, as well as strategic product development. His knowledge of the retirement plan marketplace, and insights in beneit plan design and customer needs have been instrumental in not only expanding Pentegra's product lineup and customer base, but in helping clients nationwide design effective benefits and compensation strategies. He is a frequent speaker on retirement benefit topics.
Rich is a Certified Pension Consultant (CPC), a Qualified Pension Administrator (QPA), a Qualified 401(k) Administrator (QKA) and a member of the American Society of Pension Professionals and Actuaries (ASPPA). He holds an M.B.A. in Finance from Fairleigh Dickinson University and a B.A. in Economics and Business Administration from Ursinus College.
Scott serves as the Chief Investment Officer at Pentegra Retirement Services, where his duties include the management and oversight of the investment processes governing approximately $7.5 Billion in assets comprised of both public and private holdings of fixed income, equity, real estate and hedge fund investments.
Scott previously worked at Reinsurance Group of America (RGA) and served in a number of roles beginning in 2003 as Senior Portfolio Manager. He was soon after named Head of Fixed Income Investments, and led the company's effort to create its own trading operation and in-source U.S. fixed income investment management. He later served as VP and Director of Investment Strategy and Credit research, where he managed the company's credit, structured asset, and real estate research associates through the credit downturn between 2007 and 2009. By 2010, Scott held primary responsibility for management of the company's non-traditional investment vehicles, including Private Equity partnerships, Mezzanine Debt funds, Commercial Real Estate holdings, and Distressed Securities markets.
Prior to joining RGA, Scott spent 17 years with the Kansas City Life Insurance Company, ultimately as the senior officer in that firm's Investment Division with primary responsibility for that company's Asset-Liability Management program. During his tenure in Kansas City, he and his staff managed the securities investments for the firm's insurance general account, corporate pension fund, bank subsidiary and a related charitable foundation.
Scott is a Chartered Financial Analyst and a Fellow of the Life Management Institute. He received his B.S. and M.B.A. degrees from the University of Kansas. He was active for many years as an adult leader in the Boy Scouts of America and fundraiser for the American Heart Association.
As Senior Vice President, National Sales, Pete oversees Pentegra's sales and business development efforts. With extensive experience in all facets of the business, Pete plays a key role in helping to expand Pentegra's presence across all of the markets we serve.
He brings more than 15 years of industry expertise to Pentegra-with a background that not only includes in-depth knowledge of retirement plan operations and business models, but also vast expertise working with financial advisors to build successful retirement practices.
Well-known nationally as one of the industry's top retirement plan experts, Pete is respected speaker and thought leader within the retirement community. He is the author of 401(k) Fiduciary Governance: An Advisor's Guide, the textbook for ASPPA's Qualified Plan Financial Consultant credential (QPFC). Through his ERISA Boot Camp Workshop Series, he has helped advisors throughout the United States build successful pension practices based on a transparent fiduciary service model. As the author of more than 20 articles and white papers, his work has appeared in Financial Planning Magazine, the Journal of Financial Planning, The ASPPA Journal, Employee Benefits News, ABA Trust & Investments and numerous periodicals and trade papers.
As a passionate advocate for the private pension system and national retirement income security, he is actively involved with the National Association of Plan Advisors (NAPA), ASPPA, and ASPPA's Political Action Committee. He is the Chair of the NAPA Government Affairs Committee.
Pete is a Certified Pension Consultant (CPC), a Certified Financial Planner (CFP) and a Tax-Exempt & Governmental Plan Consultant (TGPC). He is a graduate of the University of Virginia, where he was selected for the prestigious Echols Scholar Program. He accepted a commission in the U.S. Marine Corps and served in the first Gulf War as Executive Officer of an infantry company, and left the Marines as a Captain in 1993.