The Pentegra Advantedge(k)SM streamlines plan administration. Our comprehensive approach to 401(k) plan management includes plan design and document support, plan consulting, administration and recordkeeping, legal and technical support, regulatory compliance and government reporting, investment management, fiduciary protection and sponsor and participant communications.

Our services are backed by dedicated resources - ERISA attorneys, certified investment professionals, consultants, and compliance experts, who are knowledgeable, experienced and trained to handle the complex issues surrounding retirement plans.

The Pentegra Advantedge(k)SM is a retirement plan solution designed to help you enhance your services. Our consultative approach and depth of plan tools support your relationships to deliver solutions that add value for your clients. Together with our partners, we'll provide you with tools that you'll need to communicate with your clients, including investment information and performance updates, legislative and technical updates, online account access, advanced plan reporting tools and communication materials for participant education needs.

Plan Services

  • Plan Design & Document Support
  • Plan Conversion & Implementation
  • Administration & Recordkeeping
  • Regulatory Compliance & Government Reporting

 

  • Legal & Technical Support
  • Comprehensive Fiduciary Relief
  • Investment Management
  • Advisor & Plan Sponsor Reporting
  • Education & Communication Materials