Multiple Employer Plan (MEP) providers in the nation
As a privately held company, we offer an independent perspective and objective point of view
ERISA Named Fiduciary, 3(16) Administrator and Discretionary or Directed Trustee capabilities delivering a level of fiduciary protection unmatched in the industry
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
clients who have
been with us for
over 30 years
You decide how to work with us and we’ll select the services, fiduciary support and investment platform that bring your solution together seamlessly
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
Certified Plan Consultants, ERISA attorneys, Enrolled Actuaries and credentialed professionals whose designations include, among others QKA, QPA, CEBS, PHR, and ASA
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)
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.