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
Retroactive 2021 Tax Planning; Overlooked Deductions and Credits
With 2021 behind us, many business owners are discovering that, despite COVID-related challenges, they had a good year from a read more
The Value of an Independent 3(16) Fiduciary
How does one go about assessing a third-party fiduciary for a company’s retirement plan? I thought this might be a read more
Survey Says: Disconcerting Number of Americans Believe They’ll Run Out of Money and/or Time to Retire Comfortably
A recent survey from TIAA shows that nearly half of Americans are worried about running out of money in retirement read more
Survey Finding How Covid Has Impacted Americans’ Retirement Plans Packs a Few Surprises
Newly released research has uncovered an unsurprising trend: The Covid-19 pandemic has affected many Americans’ approach to their retirement plans. What 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.
