As one of America’s oldest independent fiduciaries, we help employers offer better retirement plans.
Expertise You Can Depend On
A Fiduciary First
We were founded more than 80 years ago as a Named Plan fiduciary—long before the role formally existed under ERISA.
Uncompromised Oversight
As one of America’s oldest independent fiduciaries, our clients enjoy the confidence that comes from uncompromised and objective oversight.
A Higher Level of Responsibility
As a fiduciary, we provide expert oversight and in-depth knowledge, shouldering much of the work and legal responsibility for managing a retirement plan.
The Benefits of Outsourcing 3(16) Plan Administration
Learn how outsourcing 3(16) fiduciary responsibilities can be a strategic decision that delivers significant benefits
Current Thinking
Reducing Recordkeeper Risk with Fiduciary Partnerships
We’ve all heard horror stories about do-it-yourselfers who create more chaos and expense instead of saving money. You know: the would-be auto mechanic read more
Compliance Confidence: Building Systems That Prevent Mistakes
Why Operational Compliance Has Become More Challenging Operational compliance in retirement plans continues to grow more complex. Increased regulatory attention, evolving read more
More Focus, Less Risk: The Case for Partnering with an ERISA 3(16) Administrative Fiduciary
Navigating Fiduciary Risk: What Every Advisor and Recordkeeper Should Keep in Mind When it comes to retirement plans, there’s no shortage of complexity—and no read more
It’s Time to Share the Load: Why Advisors Are Rethinking Fiduciary Responsibility
For financial advisors working in today’s retirement plan marketplace, fiduciary responsibility is no longer a static concept—it’s an operational reality read more
Pentegra 3(16) Fiduciary Overlay Services
Protect your retirement plan – with independent plan administration and oversight.
