What Our Clients Have To Say About Us

Clients Like Our Solutions

“We were concerned about meeting our fiduciary responsibilities for our single employer defined benefit plan. We were not confident that the separate firms were managing the plan effectively and efficiently. Pentegra was able to offer a full service, bundled approach that incorporated administrative work, actuarial requirements, plan documentation responsibilities and investment management. By serving as discretionary trustee and investment manager of all the plan assets, Pentegra is helping us satisfy all of our required fiduciary responsibilities. We feel confident we are working with a solid firm with an admirable reputation.”
Lisa Ammon Vice President
Coatesville Savings Bank

Clients Value Our Expertise

“Pentegra’s consulting expertise, especially in plan design issues, along with its extensive experience with both defined contribution and defined benefit plans made Pentegra the best resource for assessing our benefits package to determine what changes could be made.”
Human Resources Director
Federal Home Loan Banks, Office of Finance

Clients Like The Way We Think

“Pentegra’s products and services are designed to meet the unique needs of our industry. Like the community-based financial institutions that Pentegra has built a legacy serving, its commitment is not simply to provide retirement products, but products that make a difference to the people it serves.”
Michael Lussier President & CEO
Webster First Federal Credit Union
“Pentegra helped us restructure our retirement plan and find a better way to balance cost and benefit objectives. Today our overall retirement costs are both more manageable and predictable, and we have a well-diversified retirement program that helps us attract and retain quality employees.”
Dennis Angner President & CEO
Isabella Bank Corporation
“With Pentegra as the ERISA-named plan administrator and principal fiduciary, our board and executive team are relieved of the principal legal and fiduciary responsibilities associated with running a 401(k) plan. Retirement plan administration is involved, complex, and laden with compliance burdens. Pentegra offers true fiduciary relief for banks and their boards while also providing a comprehensive approach to developing the right retirement solution for you.”
Gabrielle Adams CFO
Texas Bankers Association, Austin