Fiduciary Solutions

We're a Different Kind of Retirement Partner

A Fiduciary First.
Pentegra was founded more than 80 years ago as a Named Plan fiduciary—long before the role formally existed under ERISA. As one of America’s oldest independent fiduciaries, our clients enjoy the confidence that comes from uncompromised and objective oversight.

A Higher Standard of Care
As a fiduciary, we deliver a higher standard of care, shouldering much of the work and legal responsibility for managing a retirement plan. Our fiduciary solutions are flexible and scalable for every opportunity, and can be added on to existing plan relationships without disruption.

Fiduciary Roles We Perform

Named Fiduciary
3(16) Fiduciary Administrator
3(38) Investment Fiduciary