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
The End of July Headline Numbers for the US Economy: Some Follow-Up Thoughts
The US economic headlines on July 30th were quite ugly. Second quarter 2020 US Gross Domestic Product (GDP) declined by read more
HEALS May Not Offer Much for Retirees – But What About TRUST?
On July 27, 2020 the Senate Republicans rolled out their Health, Economic Assistance, Liability Protection and Schools (HEALS) Act, which read more
Getting Ready for a PEP Rally!
The U.S. Department of Labor’s (DOL) June 18, 2020 request for information (RFI) on prohibited transactions involving Pooled Employer Plans read more
Proposal to Allow Diversion of Retirement Savings to Pay Down Student Loans: No Thanks
It is no secret that there is a retirement savings crisis in the U.S. A 2019 Bankrate survey found that 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.
