PENTEGRA
TALKING POINTS
Fiduciary is our DNA. Pentegra is America’s oldest
independent fiduciary.
We offer a level of fiduciary expertise and protection unmatched in the industry today. We’ve built a 75-year legacy administering complex plans of every type and serving thousands of clients nationwide.
We help employers offer better
retirement plans.
With every opportunity, our goal is to create better retirement plans that run with less risk, greater efficiencies and improved outcomes. We stand behind our work. We’ll even take on different levels of fiduciary responsibilities that others won’t.
We offer a comprehensive array of qualified and non-qualified retirement plans and fiduciary support for any type of retirement and structure.
plan design
Qualified Retirement Plan Solutions • Defined Benefit Plans • Defined Contribution Plans
Non-Qualified Plans • Defined Benefit Plans • Defined Contribution Plans • Benefits Financing Solutions using BOLI
Fiduciary Outsourcing Solutions • • • •
3(16) Administrator ERISA Named Plan Administrator 3(38) Investment Fiduciary Trustee
How We Work With You.
Fiduciary services shift certain responsibilities from your organization to Pentegra, transferring many of the legal and operational burdens of managing a retirement plan. Pentegra’s
responsibility for key plan tasks, reducing workloads and administrative responsibilities, minimizing risk and burdens and improving plan effectiveness.
Pentegra assumes
flexible partner. As a fiduciary, we’re focused on plan and participant success. We’re a
partner at the enterprise level, the advisor level, or the plan sponsor level to bring maximum flexibility to every opportunity—to deliver the very best retirement plan and fiduciary solution. We
Our Partnership Arrangements •
Enterprise Level Relationships
•
Association Relationships
•
Advisor Relationships
•
Plan Sponsor Relationships
We’re
Independent.
We have no
conflicts of interest.
independent fiduciary organization, we focus on designing the right solution for the opportunity at hand, rather than proprietary As an
products or investment funds.
not-for-profit, tax-exempt pension trust in 1943. Our focus then and our focus now is the same—to help our clients reduce administrative burdens, eliminate work and minimize risk and responsibilities.
We were created as a
We’re
accountable.
We stand behind our
work.
fiduciary, we are held to a higher standard, and always act in our clients’ best interests.
As a
We
answer directly to our clients, not a
collection of shareholders. Our board of directors is made up
trust their own retirement plans to us.
of clients who use our services and
CEFEX-Certified TPA, demonstrating our commitment to a standard of excellence, best practices and a culture of good governance and oversight. We are a
We have your back. We’re a trusted partner for your plan.
fiduciary administrators in the nation, we offer an unmatched level of expertise and support and the bench strength of a tenured and professionally credentialed team. As one of the most experienced
ERISA attorneys, ASPPA-certified consultants, fiduciary and compliance specialists serve thousands of complex retirement plans nationwide. Our in-house
trusted fiduciary partner means peace of mind that having a professional on board provides.
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