Today's regulatory environment and compliance challenges make fiduciary oversight more important than ever before. The Pentegra Advantedge(k)SM offers a level of fiduciary oversight that is unmatched - relieving you and your clients of the principal fiduciary responsibilities associated with sponsoring a retirement plan.
Pentegra is intimately familiar with this role. As an ERISA-named plan administrator and principal fiduciary for more than six decades, we provide you with the ability to leverage the benefit of our insight and expertise to offer your clients a true solution to ever-changing regulatory and compliance burdens.
As ERISA-named plan administrator and fiduciary for the program, Pentegra's President and Board of Directors prudently monitor and document all decisions affecting the plan and its investments to ensure that every client's retirement program is administered according to the highest standards that ERISA demands.
As plan sponsor for the Pentegra Advantedge(k)SM, we ensure that the plan remains in full compliance with IRS and DOL regulations, providing plan amendments and regulatory updates as needed.
The level of ERISA fiduciary protection we provide not only relieves plan sponsors of the due diligence and ongoing monitoring of plan investments, but also protects advisors - acknowledging your role with your clients. With a legacy built serving in this role, today we set the standard of excellence in delivering fiduciary relief.