As one of America’s oldest independent fiduciaries, we help employers offer better retirement plans.
Get to know our solutions.
What Makes Us Different
Fiduciary is our DNA
Our heritage as a fiduciary guides everything we do. We’ve built a 75-year legacy of fiduciary expertise and oversight unmatched in the industry today.
We build better retirement plans
With every opportunity, our goal is to create retirement plans that run with less risk, greater efficiencies and improved outcomes.
We’ll fix what others fear
We’ll take on complex responsibilities that others won’t. We accept a higher level of responsibility and offer a greater degree of protection.
We’re independent
We have no conflicts of interest. We offer an objective perspective and focus on doing what’s best for you.
We’re a flexible partner
We partner with firms at the advisor, plan sponsor or enterprise level to bring maximum flexibility to every opportunity.
The peace of mind a professional on board provides
Our deep bench of tenured and professionally credentialed experts do their best work, so you can focus on doing yours.
The Pentegra SmartPath™
Our SmartPath™ thought leadership is all about achieving successful outcomes through best practice plan design and actions that drive retirement readiness.
Current Thinking
SIMPLE IRA-to-401(k) Mid-Year Switch Gets Easier in 2024
A frequently asked question by small business owners who sponsor savings incentive match plans for employees (SIMPLE) IRA plans is, read more
New RMD Rules to Live By
Just when we had figured out the required minimum distributions (RMDs) rules for retirement plan participants—Congress changed them—again! Under the read more
Automatic Enrollment/Escalation—Is My Plan Grandfathered?
We knew it was coming—some type of auto enrollment and auto escalation mandate for 401(k) and 403(b) plans. Congress has read more
It’s 2023 – Is Your Money Being Well Spent?
It’s no secret that saving money is challenging. Some may even argue it’s impossible considering the economic world we live read more
Building Blocks to Retirement
At Pentegra, we know it’s important to give you and your participants the tools you need to learn more about saving and investing for retirement.
Our Building Blocks tool is designed to make it even easier for you. Each section of our site focuses on different retirement education essentials – from retirement planning to investment strategies to revisiting your portfolio – the tools are right here.
That’s the Pentegra Education Advantage.
A partner focused on your success.
