Pentegra Quick Facts

Pentegra is a fiduciary first

Pentegra is one of America’s oldest, most experienced independent institutional fiduciaries. In fact, we were built to be a fiduciary. We were founded more than 80 years ago as a Named Plan fiduciary—long before the role formally existed under ERISA. Our heritage as an institutional fiduciary delivers a higher standard of care to drive successful retirement plan outcomes.

Our History

• An 80+ year legacy serving as an institutional fiduciary
• More than $30 billion in assets under administration
• Serving over 55,000 retirement plans with more than one million participants 
• Independent fiduciary expertise and oversight unmatched in the industry today
• One of the largest and most experienced Multiple Employer Plan (MEP) providers in the nation
• A board of directors comprised of our clients; we answer to those we serve

Our Solutions

We create better retirement plans that run with less risk, greater efficiencies and improved outcomes.

Your Partner in Success

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. In fact, we work with nearly every major recordkeeper and trustee in the industry today. Our services can be added on, seamlessly.




Expertise You Can Depend On

Our reputation for excellence attracts top industry professionals. With more than 300 associates, the average tenure of our client-facing team members is 15+ years, and more than 60% hold advanced degrees and/or professional credentials. You’ll work with a dedicated team of knowledgeable and seasoned professionals who develop a deep understanding of every client’s plan and help you stay up-to-date in this complex and highly regulated industry.




CEFEX Certified

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.