Seamless conversion and implementation

We ensure accurate, speedy conversion by a team of professionals who have successfully converted hundreds of plans with varying demographics and parameters from a variety of providers. The entire conversion process--from your initial decision to partner with Pentegra to the day participants can transact on their accounts--takes approximately 45 to 60 days.

• Dedicated Client Transition Team
• Customized transition timeline
• Plan design consulting 
• Document preparation 
• Investment review and mapping strategy 
• Electronic data submission and web upload
• Coordination with prior service provider 
• Data and asset transfers
• Customized communication materials
• Onsite education and enrollment meetings
• Conversion audit reports