The Pentegra Defined Benefit Plan for Financial Institutions

The Pentegra Defined Benefit Plan for Financial Institutions is a fully bundled multiple employer pension program available exclusively to financial institutions.

What makes this program unique? As the ERISA-named plan administrator and principal fiduciary for the plan, we relieve our clients of the host of fiduciary responsibilities associated with running a retirement program, delivering a retirement plan that protects both yours and your employees' financial interests.

With over $5 billion in assets under management, we're able to leverage the buying power of hundreds of organizations to offer clients economies of scale. The cost of plan audits, actuarial valuations, 5500 filings and plan amendments are spread across hundreds of participating clients--resulting in significantly lower plan costs. Our size also affords access to some of the top investment managers in the world--well beyond the scope of what a single-employer plan could access on its own.