Pentegra at A Glance

Our Solutions

  • Qualified Retirement Plan and Fiduciary Outsourcing Solutions
  • Non-Qualified Plans
  • Benefits Financing Solutions using BOLI
  • Institutional Investment Solutions
  • One of the largest and most experienced

    Multiple Employer Plan (MEP) providers in the nation

  • No conflicts of interest

    As a privately held company, we offer an independent perspective and objective point of view

  • True outsourced fiduciary administration

    ERISA Named Fiduciary, 3(16) Administrator and Discretionary or Directed Trustee capabilities delivering a level of fiduciary protection unmatched in the industry

  • Unparalleled governance

    Our board of directors include representatives of our clients, Presidents and CEOs who use our services and place the future
    of their own retirement benefits in our hands

  • Nearly
    $13 billion
    in retirement
    assets under
    management

  • Over
    75
    years of
    experience

  • More than
    100
    clients who have
    been with us for
    over 30 years

  • A
    98%
    client
    retention rate

  • Maximum flexibility for every opportunity

    You decide how to work with us and we’ll select the services, fiduciary support and investment platform that bring your solution together seamlessly

  • Best-in-class investment options

    with true, open architecture including nonproprietary institutional index and retail mutual funds, self-directed brokerage accounts, ETFs and other non-traditional investments, such as employer stock and CD funds

  • In-House Experts

    Certified Plan Consultants, ERISA attorneys, Enrolled Actuaries and credentialed professionals whose designations include, among others QKA, QPA, CEBS, PHR, and ASA

  • Client driven culture

    We were founded by our clients, are owned by our clients, and governed by our clients Client driven is in our DNA

  • CEFEX Certified for our Administration Services by The Centre for Fiduciary Excellence, LLC

  • Founded by the Federal Home Loan Bank System in 1943 Pentegra continues to manage FHLB retirement plans today along with the defined benefit plan of the Office of the Comptroller (OCC)

Broad capabilities with
all plan types,
including complex designs

    • MEPs
    • 401(k) plans
    • Traditional Defined Benefit Pension plans
    • Cash Balance plans, 412(e)( 3)
    • Fully Insured Defined Benefit plans
    • Split Funded Defined Benefit plans
    • DB/DC Combination plans
    • KSOPs
    • ESOPs
    • Profit Sharing plans
    • Age-Weighted plans
    • New Comparability plans
    • 403(b) plans
    • Non-qualified Executive Benefit
    • Director plans
  • Our fiduciary outsourcing solutions and MEP expertise differentiate your services to help you deliver greater value for your clients.

  • Strong presence in the financial services sector with more than 700 financial institution retirement plans.