Pentegra :: ESOPs



CONSIDER THIS: If you currently offer an ESOP
and 401(k) plan to participants, you may be able to combine these plans into a single KSOP program - simplifying administration and employee communication for a more cost-effective plan.

At Pentegra, we create retirement plans that work for you and your employees. Our fully bundled ESOP programs can help you attract and retain the employees needed to make your business a success. Pentegra offers flexible ESOP 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 ESOP Advantage today:


Comprehensive ESOP 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
  • Fiduciary Services
  • Plan Audit Services
    • Allocation of ESOP Contributions
    • Allocation of Stock Dividends
    • Annual Valuation
    • Preparation of Proxy Onformation
  • Plan Consulting
  • Plan Compliance
  • Legal Services
  • Government Filings & Tax Reporting
  • Investment Management
  • Trustee Services
  • Education & Communications
  • Pentegra Online 24/7 Sponsor & Participant Account Access