ADVISOR RETIREMENT SERVICES
At Pentegra, we are passionate about service - especially about making the complex business of retirement plans simple for your clients. We know you value your client relationships and want to offer them the best. That's why we provide a Dedicated Relationship Management Team backed by in-house ERISA attorneys, certified investment professionals, actuaries, consultants, compliance experts and education and communication specialists, and a flexible service model to support their needs.
Our reputation is based on the excellence of our people, and the quality of our work - not as we measure it, but as our client-partners do. No wonder we exceed expectations with 97% of our clients in our annual client survey for the last five years.
Plan Design • Consulting • Administration & Recordkeeping • Legal Services • Fiduciary Support • Plan Audit Services • Trust & Custody Services • Regulatory Compliance • Government Reporting • Stock Services • Actuarial Services • Comprehensive Education & Retirement • Annual Plan Review • Ongoing Plan Communications • Enrollment Materials • Modeling Tools & Reporting Packages • Pentegra Partner Online 24/7