Qualified Retirement Plan Solutions for Financial Advisors & Plan Sponsors

Unparalleled accountability and responsibility.

Today there is a great deal of talk about helping employers with fiduciary responsibility, yet the talk often falls short of what most employers actually desire and need—someone to simply handle it for them. Pentegra offers a solution.

Pentegra can serve in all three principal roles in a retirement plan—as a full scope ERISA 402(a) Named Fiduciary, a 3(16) Plan Administrator, and as Trustee, whether as a fully discretionary trustee with sole authority over plan assets or as a directed trustee under 402(a)(1).

Our fiduciary services are designed to complement the unique value proposition and service delivery model that each advisor brings to the table. We tailor our solutions to meet your preferences.

The Pentegra Fiduciary Outsourcing Advantage. Shift the burden of fiduciary responsibility from your organization to ours.

Do It For Me
Full Fiduciary Outsourcing

The employer outsources all three of the principal ERISA fiduciary roles: 402(a) Named Fiduciary, 3(16)(A) Plan Administrator, and Trustee; maximum protection and relief of fiduciary burden.

Available for single employer plans as well as multiple employer plans and group trusts; an independent advisor or consultant can provide local assistance.

Help Me Do It
Partial Fiduciary Outsourcing

Pentegra can serve in any combination of roles: 402(a) Named Fiduciary, 3(16)(A) Plan Administrator, Directed Trustee, Discretionary Trustee, or traditional Third Party Administrator (TPA).

Highly customizable; available with a wide range of industry partners, an independent advisor or consultant provides local assistance.

Do It Myself
Traditional Third Party Administration

Pentegra is not a fiduciary but provides a wide range of actuarial, administrative, recordkeeping support services and investment services.

Broad spectrum of choices in conjunction with our many industry partners; an independent advisor or consultant provides local assistance.