3(16) Fiduciary Overlay Solutions

Outsource Your Stress Points

 

Pentegra’s 3(16) Fiduciary Overlay Services raise the oversight of the administration of your plan to an even higher level. You have the assurance that every administrative detail is carefully reviewed by one of America’s oldest professional fiduciaries.

We help minimize the risk, responsibility and time required to run a retirement plan.

Pentegra’s 3(16) Fiduciary Overlay Services are layered onto your current plan relationships so that all existing trusted relationships stay intact, without any disruptions.

As your 3(16) fiduciary, Pentegra provides the monitoring requirements specified under ERISA. As an Independent fiduciary, we review and monitor your plan to ensure its success.

Learn more about Pentegra’s 3(16) Overlay Services