Pentegra :: Defined Benefit Plans

THE PENTEGRA DEFINED BENEFIT PLAN ADVANTAGE

THE PENTEGRA DEFINED BENEFIT PLAN ADVANTAGE

At Pentegra, we create retirement plans that work for you and your employees. Our fully bundled Defined Benefit programs can help you attract and retain the employees needed to make your business a success.

CONSIDER THIS: Investment strategy changes may be prudent as a result of PPA requirements. A due diligence review of your plan may help you reduce overall plan costs while complying with PPA legislation.

Pentegra offers flexible Defined Benefit Plan design options to meet your benefit and cost objectives-whatever your goals. Our industry insight and expertise can help you build a competitive advantage.

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

Learn more about Pentegra's Defined Benefit solutions:


DEFINED BENEFIT PLAN SERVICES

Our comprehensive approach delivers all of the services you need from a single provider - offering a better value for your retirement investment.

  • Dedicated Account Management
  • Plan Design & Document Support
  • Administration & Recordkeeping
  • Actuarial Services
  • Annual Valuation
  • Plan Consulting
  • Plan Compliance
  • Government Filings & Tax Reporting
  • Fiduciary Services
  • Plan Audit Services
  • Legal Services
  • Investment Management
  • Trustee Services
  • Education & Communications
  • Combined Defined Benefit and Defined Contribution Plan Benefit Statements
  • Online 24/7 Sponsor Account Access


DEFINED BENEFIT PLAN FIDUCIARY OPTIONS

Pentegra offers something truly unique in the retirement plan industry - the ability to completely outsource primary fiduciary responsibility for the management of a retirement program - something no other provider that we know of offers.

Pentegra offer two ways to help you with fiduciary responsibilities:

  • Full Fiduciary Protection through our unique multiple employer plan. Under Pentegra's multiple employer Defined Benefit plan - the Pentegra Defined Benefit Plan for Financial Institutions - our President and Board of Directors relieve you and your Board of the primary fiduciary liabilities associated with sponsoring a retirement program.
  • Investment Fiduciary Protection through Pentegra's Defined Benefit Advantage program. Pentegra can relieve you and your Board of the responsibility for due diligence and ongoing monitoring of plan investments.


DEFINED BENEFIT PLAN INVESTMENTS

Our investment management team focuses on broad diversification and total return, with significant emphasis on risk management. Plan investments are selected based on a disciplined process that assesses both quantitative and qualitative factors.

  • Institutional investment management
  • Broadly diversified asset allocation structure
  • Focus on total return, with significant emphasis on risk management
  • Investment manager selection and ongoing oversight
  • Asset/liability analysis
  • Quarterly performance reports and periodic policy reviews