Our unique product offering gives you an uncommon advantage

Pentegra's unique product offering lets you offer your clients exceptional benefits and investment options not readily accessible to small- and mid-size businesses. As a true full service provider, we're able to offer complete DB and DC plan capabilities--from plan design to combined benefit statements. Our fully bundled retirement programs encompass every aspect of plan administration--daily-valuation recordkeeping, investment management and trustee services, compliance testing and government reporting and sponsor and participant communications--all from a single provider.

We're also a plan fiduciary. As the ERISA-Named Plan Administrator and principal fiduciary for more than 500 of our clients that are part our $2 billion multiple employer defined benefit plan and our $700 million multiple employer defined contribution plan. 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 these same high standards.

As a fiduciary, we think about investing more critically than most providers. Our indexing strategy employs institutionally managed collective trust funds from one of the largest institutional money managers in the world, State Street Global Advisors. Leveraging the combined strength of institutional-quality funds and Pentegra's 60 years of retirement plan expertise, our investment approach provides a consistently strong return on investment--outperforming most comparable actively managed funds at a fraction of the cost. We offer a broad array of index options that cover all major asset classes, provide rigorous style consistency, broad diversification and simplified investment choice for plan sponsors and participants. Our approach provides a consistently strong return on investment--while delivering a strong competitive advantage for you.