ADVISOR INVESTMENT APPROACH
We are independent - unique among retirement plan providers - which enables us to offer retirement plans with an unbiased, transparent approach. Pentegra's investment platform is free of proprietary fund requirements so that you can work with your clients to structure the best retirement program for their needs.
Pentegra's true open architecture investment platform delivers the ultimate in fund choice and flexibility with access to more than 5,000 funds from over 400 fund families and more than 11,000 share class alternatives. This platform represents one of the widest selections of mutual funds in the industry. Our open architecture approach allows you the ability to create a fully customized investment lineup for your clients and personalized retirement strategies for participants using your own investment models.
Alternatively, for advisors who want to outsource investment fiduciary responsibility, Pentegra's Investment Select List offers complete ERISA 3(38) fiduciary liability protection under which we assume responsibility for the investment management process. Our Investment Select List offers style-specific alternatives across the investment spectrum. We evaluate, identify, select and monitor all of the investments on our Select List so that you can offer your clients a sound, documented fiduciary process that includes ongoing monitoring and performance reporting.