Partner with Pentegra
Our Difference
Pentegra was founded in 1943 and offers more than 75 years of experience providing retirement plan services to financial institutions, corporations, municipalities, non-profit organizations and educational institutions.
Today, with nearly $15 billion in assets under management, we serve more than 100,000 participants nationwide.
We believe retirement plan solutions should be as individual as you are. At Pentegra, we recognize the diverse needs of every participant, and work closely with plan sponsors, participants and advisors to develop personalized 403(b) solutions that help everyone achieve their retirement goals.
As an independent retirement provider, Pentegra’s unique approach to 403(b) plan management offers a distinct advantage. Our independent approach means that participants can work with their choice of independent advisors as well as investment funds to structure the best retirement program for your needs, with no proprietary fund requirements or minimum investment.
Investment Choice
At Pentegra, we understand that investment flexibility is important to participants. When it comes to retirement, you want choice. That’s why we offer access to thousands of investment funds, with no minimum investment or proprietary fund requirements. Our customized approach is designed to help you and your advisor build a plan based on what you think is important, not us.
Independent Advisors for an Unbiased Approach
Pentegra partners with local, independent, investment advisors. Our partner advisors are registered investment fiduciaries who are obligated by law to put the best interests of their clients first. They will work with you to design a plan that works for your individual goals and situation. Their services are always provided in a fee-based, objective, commission-free environment.
Meet Our Independent Advisor
Terry Roberts
Phone: (512) 393-9965
Email: troberts18@austin.rr.com
If you have any questions, please email 403b-Ops@pentegra.com or call 1-800-872-3473.
Mutual funds and other securities are NOT insured by the FDIC or any other government agency, and are not deposits or other obligations of, or guaranteed by any financial institutions or Pentegra Services, Inc. or any of its affiliated companies. Investment in mutual funds and other securities will fluctuate, so that an investor’s shares when redeemed may be worth more or less than their original cost and are subject to investment risk, including the possible loss of the principal amount invested.