THE PENTEGRA KSOP ADVANTAGE

CONSIDER THIS: A KSOP plan can provide a more cost-effective retirement program that combines the benefits of a traditional ESOP and 401(k) plans to simplify administration and reduce overall plan expenses. Integrating company stock into a retirement plan can help improve productivity too!

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

Pentegra's KSOP Advantage

KSOP 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
Plan Consulting
Plan Compliance
Government Filings & Tax Reporting
Fiduciary Services

Plan Audit Services
Legal Services
Investment Management
Employer Stock Services
Trustee Services
Education & Communications
Pentegra Online 24/7 Sponsor & Participant Account Access

KSOP INVESTMENT PLATFORMS

Pentegra offers a flexible approach, free of proprietary funds, which means that you can select the platform that's best for you and your participants.

Investment platform with recommended select list of active and passive fund options
Institutionally-managed collective trust indexed fund platform
True open architecture platform
Comprehensive company stock capabilities
Bank or credit union CDs as plan investment options
Asset allocation and Target Date portfolios with both age and risk based strategies
Self-directed brokerage account with a choice of over 2,000 mutual funds from over 300 fund families as well as individual securities