Pentegra :: TPA Services

THE PENTEGRA THIRD PARTY ADMINISTRATOR SERVICES ADVANTAGE

THE PENTEGRA THIRD PARTY ADMINISTRATOR SERVICES ADVANTAGE

CONSIDER THIS: Compliance testing has often been looked upon as a short-term arithmetic problem that can be remedied each year. By understanding how plan design can impact testing you can take advance planning steps to minimize both the uncertainty and the consequences of the testing process.

At Pentegra, we offer retirement plan services that work for you and your employees. Our flexible, unbundled Third Party Administrator Services can be customized to meet your retirement plan needs and objectives. You choose the services that are right for you. Our flexible arrangement can include your existing recordkeeper, trustee or investment manager.

The flexibility to meet your plan needs. That's an advantage.

Our goal is to keep you abreast of the latest regulatory developments in retirement law as well as plan design trends. Pentegra's in-house ERISA attorneys, consultants and compliance specialists are knowledgeable, experienced and trained to handle the varying complex issues surrounding your plan. Our staff is an exceptionally professional resource for your program.



THIRD PARTY ADMINISTRATOR SERVICES

Pentegra offers a full range of Third Party Administrator Services for your plan.

  • Plan Design & Document Support
  • Qualification & Implementation
  • Plan Consulting
  • Legislative & Regulatory Updates
  • Plan Compliance Services (ADP/ACP, 410(b), Top-Heavy, 401(a)(4), 415 testing)
  • Government Reporting (Form 5500 Preparation)
  • Annual Plan Calculations, such as employer contribution/forfeiture allocations, profit sharing calculations, vesting calculations
  • Legal Services
  • QDRO Review
  • IRS Submissions