Retirement Plan & Fiduciary Solutions

Fiduciary is our DNA

Our heritage as a fiduciary guides everything we do.

We’ve built a 75-year legacy serving thousands of clients nationwide and offer a level of fiduciary expertise and oversight unmatched in the industry today. 

Pentegra’s fiduciary services shift responsibility for key plan tasks, transferring many of the legal and operational burdens of managing a retirement plan. Pentegra assumes these responsibilities.

We’ll fix what others fear. We’ll even take on complex responsibilities that others won’t. We accept a higher level of responsibility and offer a greater degree of protection.

Fiduciary Outsourcing Solutions

  • ERISA Named Fiduciary
  • 3(16) ERISA Named Administrator
  • 3(38) Fiduciary
  • Trustee, Directed or Discretionary

The Pentegra Fiduciary Outsourcing Advantage. Shift the burden of fiduciary responsibility from your organization to ours.

Do It For Me
Full Fiduciary Outsourcing

The employer outsources all three of the principal ERISA fiduciary roles: 402(a) Named Fiduciary, 3(16)(A) Plan Administrator, and Trustee; maximum protection and relief of fiduciary burden.

Available for single employer plans as well as multiple employer plans and group trusts; an independent advisor or consultant can provide local assistance.

Help Me Do It
Partial Fiduciary Outsourcing

Pentegra can serve in any combination of roles: 402(a) Named Fiduciary, 3(16)(A) Plan Administrator, Directed Trustee, Discretionary Trustee, or traditional Third Party Administrator (TPA).

Highly customizable; available with a wide range of industry partners, an independent advisor or consultant provides local assistance.

Do It Myself
Traditional Third Party Administration

Pentegra is not a fiduciary but provides a wide range of actuarial, administrative, recordkeeping support services and investment services.

Broad spectrum of choices in conjunction with our many industry partners; an independent advisor or consultant provides local assistance.