Pentegra at a Glance

Who We Are

Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions to clients nationwide. With every opportunity, our goal is to create retirement plans that run with less risk, greater efficiencies, and improved outcomes.



A Legacy Built Serving as a Fiduciary

We fix what others fear. With our extensive experience as a fiduciary, Pentegra can identify issues that often elude others. As a CEFEX-Certified TPA, we hold ourselves and the work we do to the highest standard. We regularly review plans and often identify issues with prior plan administration that need to be corrected for plans to remain compliant. We’re skilled at finding plan issues before they become problems—collectively having saved clients hundreds of thousands of dollars in fines and penalties.

A Trusted Plan Partner

We work in partnership with plan sponsors and trusted advisors, or at the enterprise level, with recordkeepers, trustees and investment management firms, who have already formed a relationship with the plan sponsor.

CEFEX Certified for a Higher Standard of Care

Pentegra is one of an elite group of CEFEX certified Third Party Administrators, demonstrating a standard of excellence, industry best practices and elevated governance and oversight.


Experienced professionals

Our reputation for excellence attracts top industry professionals. This means you work with a dedicated team of knowledgeable and seasoned professionals who develop a deep understanding of your company and your plan.

Flexible and Scalable

Our retirement plan and fiduciary solutions are flexible and scalable for every opportunity. Our services can be added on to existing plan relationships without disruption.

Client driven is in our DNA

We were founded by our clients, and today are governed by a Board of Directors comprised of our clients.