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
PEPs Aren’t Reducing Advisor Value. They’re Redefining It.
For years, retirement plan advisors have built their value by helping clients navigate an increasingly complex world of investments, compliance, read more
Why Pooled Employer Plans Are Becoming an Advisor’s Strategic Advantage
For decades, the single employer retirement plan has been the traditional model for businesses offering a 401(k). But as fiduciary read more
Does an Adopting Employer in a PEP Still Need a Retirement Plan Committee?
Moving to a Pooled Employer Plan (PEP) can change more than the way a retirement plan is administered. It can read more
Why Compliance Oversight Is Becoming a Bigger Part of the Advisor Conversation
For many retirement plan sponsors, compliance challenges do not arise from a lack of commitment—they develop over time as plans read more
Pentegra 3(16) Fiduciary Overlay Services
Protect your retirement plan – with independent plan administration and oversight.
