Pentegra OnLine & Pentegra by Phone

Our technology solutions enable both you and your participants to access the information you want when you want it.

PENTEGRA ONLINE ACCOUNT ACCESS

Through Pentegra OnLine, you and your participants can conduct business with Pentegra 24/7.

PLAN SPONSOR ACCESS

• Plan-level data and activity by fund, transaction, or participant for any given time period
• Employee election data
• Employee deferral data
• Employee demographic data
• Plan snapshot
• Plan provisions
• Participant census information
• Plan demographic information
• Plan investment allocations  
• Daily unit value pricing information
• Daily investment performance information
• Historical investment performance information
• Administrative manual and plan forms
• Plan documents and SPD's
• Participant enrollment and education materials
• Legislative and regulatory updates
• Newsletters and educational material for sponsors
• Plan compliance reports and tools

PARTICIPANT ACCESS

• Account information by source and by fund
• Historical account activity
• Full transaction capabilities 24/7, including:
  • Allocation changes
  • Fund transfers
  • Account rebalancing
  • Account activity & balance information 
  • Investment allocation changes  
  • Distributions 
  • Loan modeling
  • Loan initiation and processing
  • Loan balance & payoff amount
  • PIN changes
• Daily fund performance information
• Monthly and historical fund performance
• Historical statement information
• Account projection tools
• Retirement planning tools
• Retirement education
• Plan announcements and rules

PENTEGRA BY PHONE VOICE RESPONSE SYSTEM

Our fully automated voice response system makes it easy for participants to track and manage their retirement accounts. Account information is updated daily so participants have access to current information. This state-of-the-art toll-free service is available from anywhere in the U.S., 24 hours a day, by calling 866-633-4015.