Pentegra :: Consulting Services



At Pentegra, we offer retirement plan services that work for you and your employees. Our comprehensive platform of Consulting Services delivers the benefit of industry insight that can help you build a competitive advantage, and the flexibility to choose the services that are right for you.

Retirement plans backed by 65+ years of expertise. That's an advantage.

Learn more about Pentegra's Consulting Solutions:

CONSIDER THIS: A due diligence analysis of your plan should be conducted annually to insure your plan is competitive and effective in helping attract and retain employees to drive your business.


Pentegra's comprehensive approach to plan consulting delivers a retirement program that meets your benefit and cost objectives, maximizes efficiencies, streamlines administration and provides participants with a better understanding and appreciation of their retirement benefits package.

Our plan consultants are backed by highly skilled benefits professionals, including in-house ERISA attorneys, actuaries and other financial and compliance specialists who are knowledgeable, experienced and trained to handle the complex issues surrounding retirement plans.

We offer a full range of consulting services for your plan.

  • Plan Design Consulting
  • Comprehensive Retirement Plan Review
  • Organizational Benefit & Cost Objective Analysis
  • Peer Analysis & Competitive Considerations
  • Plan Amendments & Document Modifications
  • Regulatory & Legislative Technical Guidance
  • Compliance Analysis
  • Coordinated Plan Enrollment & Education Meetings
  • Retirement Planning Seminars
  • Strategic Merger & Acquisition Analysis in the event of a change in corporate structure, including analysis of both existing and acquired organization's programs to determine appropriate benefit levels and replacement ratios