Pentegra :: Benefits Financing Advantage BOLI



At Pentegra, we create retirement plans that work for you and your employees. Our Benefits Financing Advantage is designed to help you implement a more cost-effective strategy to offset some or perhaps all of the expenses related to your retirement plan and other employee benefit programs.

CONSIDER THIS: Have you considered BOLI as an alternative to funding your retirement and other employee benefits? BOLI is a tax-favored investment vehicle and one of the most efficient ways to finance benefit expenses.

The Pentegra Benefits Financing Advantage offers the opportunity to maintain a high quality and competitive retirement program without negatively impacting your bottom line by financing the rising costs of these programs with Bank Owned Life Insurance. Pentegra offers Bank Owned Life Insurance (BOLI) through several highly rated insurance companies.

A way to maximize benefit dollars to attract and retain talent key to your success. That's an advantage.

  Learn more about the Pentegra Benefits Financing Advantage:


Our services are backed by consulting resources that ensure that your BOLI program is designed to attract and retain the talent key to your success. Pentegra's comprehensive approach helps you maximize your BOLI investment.

  • Review of Benefit & Cost Objectives
  • Analysis of Existing Programs
  • Plan Design
  • Financing Strategies
  • Performance Analysis
  • Comprehensive Pre-purchase Analysis
  • Post-Sale Compliance
  • Ongoing Administration & Quarterly Reporting
  • Timely and accurate benefits and BOLI reporting at a reduced cost or no cost at all
  • Online access to real-time information 24/7 via secure website
  • Face-to-Face BOLI risk management review with bank management and/or board at least annually
  • Annual review of overall benefits program to ensure it meets changing benefit and cost objectives
  • A trusted BOLI consultant to help your bank manage the BOLI sector of its balance sheet
  • SSAE 16 Audit to ensure your confidential information is protected