Partner with us to get on the SmartPath™ to retirement, design a retirement plan or executive benefit plan to attract, reward and retain employees, or reduce risk and burdens with our fiduciary and institutional investment management solutions.
Get to know our solutions.
The Pentegra SmartPath™ successful plan outcomes start with effective plan design.
At Pentegra, we believe successful plan outcomes start with effective plan design. Plan features—automatic features—that better meet the needs of plan participants and plan sponsors can drive successful outcomes for participants and sponsors alike.
What Makes Us Different
We're different by design.
For more than 70 years, we’ve delivered a different approach to every client solution. It begins with a strategic understanding of your needs, and putting those needs first. At Pentegra, integrity is more than just implied in our name.
No conflicts of interest.
We are not a "Wall Street" firm, or owned by a larger financial services organization, mutual fund or insurance company.
Unparalleled governance.
Our boards of directors are made up of our clients, Presidents and CEOs, who use our services and place their own futures in our hands.
Unmatched fiduciary protection.
We deliver an unrivaled level of oversight and accept a higher level of responsibility than anyone else.
Client driven culture.
We were founded by our clients, are owned by our clients, and governed by our clients — simply, we exist for our clients.
Comprehensive solutions.
We deftly draw on our collective resources to create exceptional client solutions.
Current Thinking
What’s Included In A Plan Document
No one wants to hear the word “prison” when discussing the administration of retirement plans. But it is unavoidable in read more
Hardship Cases Can Be Hard Work
Working with plan participants looking to make a withdrawal from their retirement plan to deal with a hardship can be read more
401(k)s and Student Loans – A Good Match?
Millennials are not the only cohort to have student loan debt, but they are the latest and the largest. According read more
Dialing for DOL Dollars
The U.S. Department of Labor (DOL) has much in common with the Internal Revenue Service (IRS). Both are, of course, 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.
