As an institutional fiduciary, we have important safeguards in place to ensure that your solution is administered according to the highest and most secure standards. In addition, we undergo annual SOC 1 and SOC 2 audits and our third party administration (TPA) operations are CEFEX certified by the Centre for Fiduciary Excellence, providing assurance that we have demonstrated adherence to the best practices in the industry.
Pentegra’s qualified retirement plan solutions have earned the exclusive endorsement of the American Bankers Association through its affiliate Corporation for American Banking.
Pentegra’s retirement products were chosen after a thorough review and analysis by the American Bankers Association (the “ABA ”) and its affiliate, the Corporation for American Banking, based on a comprehensive range of factors, including Pentegra’s ability to meet the needs of ABA members with a wide variety of retirement product offerings, industry expertise and bank-focused solutions.
Pentegra’s qualified retirement plan solutions have been selected as the exclusive Preferred Partner for credit unions by NAFCU Services Corporation.
Pentegra’s qualified retirement plan solutions have been selected as the exclusive Preferred Partner for credit unions by NAFCU Services Corporation. NAFCU Services conducts extensive research before identifying a firm that provides outstanding value to their members, but ultimately chose Pentegra due to the quality of our qualified plan offerings.
Pentegra’s qualified retirement programs have also earned the exclusive endorsement of
Pentegra’s non-qualified and BOLI retirement programs have also earned the exclusive endorsement of
Pentegra is a member of Alliance Benefit Group (ABG), a national network of independently owned retirement plan consulting, health and welfare consulting and benefits administration firms. The group’s unique structure allows each member organization to maintain its independence and autonomy, yet at the same time provides each firm with access to a variety of competitive products, technical support and best practice service collaboration with member firms. Collectively, ABG is one of the largest independent retirement plan service providers in the nation, delivering administration, recordkeeping and consulting services to more than 20,000 plans and over $70 billion in assets. ABG is able to deliver economies of scale and negotiate pricing for services from a more competitive standpoint by leveraging the buying power of its collective resources.