Qualified Retirement Plan Solutions for Financial Advisors & Plan Sponsors

Powerful retirement plan solutions designed to drive plan success

Pentegra’s retirement plan capabilities are both focused and deep. Focused, in that we specialize in retirement plans. Deep, in that within our world, we have expertise with almost every conceivable plan type and design with the broadest possible span of fiduciary duties.

We offer an expansive array of qualified retirement plan solutions on a bundled or unbundled basis and can serve in any combination of fiduciary roles.

You decide how you want to work with us and together we’ll select the services, fiduciary support, and investment platform that brings your solution together seamlessly. The result—powerful retirement plan solutions that build successful outcomes for everyone.

Let us help you achieve your goals.