What makes our approach to fiduciary responsibility unique?

We're a plan fiduciary for more than 500 of our clients that are part our multiple employer defined benefit plan and our multiple employer defined contribution plans—offering financial institutions the ability to completely outsource primary fiduciary responsibility for the management of their retirement programs—something no other provider that we know of offers. Our policies, procedures and business practices are conducted with the highest level of integrity, and all of our plans are administered and managed according to the high standards this ERISA-defined role demands.

Our President and Board of Directors—comprised of our clients—prudently monitor and document all decisions affecting our retirement business, approving our fee structure and business practices. As a Pentegra client, you’ll benefit from the due diligence that we perform to ensure that your plan operates in the best interests of your participants and that your retirement program is managed and administered with the highest integrity to ensure continued compliance with ERISA, IRS and DOL regulations.