Pentegra Retirement Services—At a Glance

PRODUCTS

• 401(k) Plans  
• KSOPs
• ESOPs
• Profit Sharing Plans
• Money Purchase Plans
• Defined Benefit Plans
• Executive Benefit & Director Plans
• 403(b) Plans
  

Retirement Plan Services

• Plan Design & Document Support
• Administration & Recordkeeping
• Plan Consulting Services
• Compliance Services
• Regulatory Oversight
• Government Filings & Tax Reporting
• Plan Audit Services
• Legal Services
• Actuarial Services
• Education & Communications
• Investment Management
• Collective trust indexed platform
• Actively managed funds
• Trustee Services
• Fiduciary Services

HISTORY

Founded by the Federal Home Loan Bank System in 1943 and continue to manage these plans today

Over six decades of retirement plan experience. 

Introduced pension product line in 1943

Introduced 401(k)/Savings product line in 1970

Introduced KSOP, ESOP, Executive Benefit and Director products in 1993

Introduced Partner Selling Strategy in 2003

Introduced Private Label product line in 2004

ASSETS UNDER MANAGEMENT

• Over $5.2 billion
• Defined Contribution Plan Assets over $3.1 billion
• Defined Benefit Plan Assets: $2.2 billion

PARTICIPANTS MANAGED:

• Over 1,000 plans
• Number of Defined Benefit Plans: over 300
• Number of Defined Contribution Plans: over 1,000

PARTICIPANTS SERVED

• Over 100,000
• Number of Defined Contribution Plan Participants:          Over 60,000
• Number of Defined Benefit Plan Participants                     Over 41,200