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THE ALLIANCE BENEFIT GROUP­–PENTEGRA

ADVANTAGE


Difference: Us Alliance Benefit Group-Pentegra is focused on developing exceptional relationships with select retirement plan advisors to build your business.

Advantage: Yours Our specialized approach and depth of resources can help you deliver distinct retirement plan solutions that are as unique as your clients. When you’re looking for a retirement plan partner, look to Alliance Benefit Group–Pentegra.


PARTNERSHIP Retirement plan solutions should be as individual as the clients that you serve.

At Alliance Benefit Group–Pentegra, we work closely with advisors to develop personalized retirement plan solutions that help your clients achieve their goals.

Our relationship with you is based on a strong understanding of your needs. Your clients value you because you focus exclusively on their needs. At Alliance Benefit Group–Pentegra, we’re focused exclusively on yours.

That’s the Alliance Benefit Group–Pentegra advantage—a partner who offers the right combination of retirement plan products, services, expertise and pricing to help you make your retirement plan practice a success.

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Alliance Benefit Group–Pentegra


A subsidiary of Pentegra Services, Inc., we are able to draw on the depth and breadth of resources of the entire organization and a highly trained staff to deliver retirement plan solutions that work for every client’s goals and situation. Dedicated to the retirement plan business for over 68 years, today we administer more than 3,500 retirement plans nationwide. Our focus and expertise can work to build your retirement plan business too.

A partner focused on your success. That’s an

advantage.


SOLUTIONS Our comprehensive retirement plan solutions are designed to enhance your services.

We offer a full array of flexible retirement plan solutions that can help drive your business—whether you’re looking for pure plan administration services for a platform product, a custom open-architecture arrangement, or any other type of retirement program.

We’ll work closely with you to design retirement plan solutions that complement your strengths while meeting the needs of every client you serve. We value and respect your client relationships as much as you do—our consultative approach and extensive retirement plan design expertise support your client relationships to deliver solutions that enhance your value to your clients.

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Alliance Benefit Group–Pentegra


We offer a full array of retirement plan solutions designed to meet all your client needs.

401(k) plans

Multiple Employer Plans

Defined Benefit Pension plans

Money Purchase plans

Cash Balance plans

457(b) and 457(f) plans

412(e)(3) plans

403(b) plans

KSOPs

401(a) plans

ESOPs

Non-qualified Executive benefit

Profit Sharing plans

and director plans

Age Weighted plans

New Comparability plans

Actuarial Services

Comprehensive retirement plan solutions. That’s an

advantage.


EXPERIENCE At Alliance Benefit Group–Pentegra, we are passionate about service—especially about making the complex business of retirement plans simple for you and your clients. We know you value your client relationships and want to offer them the best. That’s why we provide you with a dedicated advisor service team focused exclusively on your book of business—backed by highly-skilled retirement benefits professionals, including in-house ERISA attorneys, enrolled actuaries, credentialed plan consultants and compliance specialists.

In a business built on relationships, our relationship is with you. We bring together the bench strength and resources of a large organization with a dedicated service team focused on making our relationship with you a success. With an average of 20+ years of experience in the industry, our team members are focused on delivering exceptional service—to enhance your value to your clients.

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Alliance Benefit Group–Pentegra


We’re able to leverage 65+ years of retirement plan expertise to offer valuable insights about the trends taking place in the retirement plan industry today. Those insights lead to an informed dialogue about the best way to design and maintain a retirement plan solution that meets your client’s benefit and cost objectives.

Internal & External Sales Support

Fiduciary Services

Plan Design & Document Support

Custodial Services

Plan Conversion & Implementation

Flexible Investment Platforms including

Administration & Recordkeeping

Custom Open-Architecture Arrangements

Regulatory Compliance

Advisor & Plan Sponsor Reporting

Government Reporting

Participant Education & Communications

Legal & Technical Support

Having a dedicated team of experts in your corner. That’s an

advantage.


INDEPENDENT Our independent structure enables us to offer retirement plan solutions with an unbiased approach, so that you can work with your clients to structure the best retirement programs for their needs. We offer the flexibility that enables you to provide a tailored solution for every opportunity—to strengthen your relationships and grow your retirement plan business.

Because we have strategic partnerships with the best in the business, we can work with you to select from a broad range of plan investment platforms when you need them—including custom open-architecture platforms administered in a daily valuation environment—and flexible custodial arrangements. We understand that life insurance can be beneficial in a qualified plan, and offer that as well. As an independent organization, we do not sell investment products and are not tied to specific investment or financial institutions, which means you get an objective view of the right investment structure for your client’s needs.

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Alliance Benefit Group–Pentegra


As a non-producing TPA, our recommendations are based on what will work best for you and your clients—not what we’re obligated to sell—so that you and your clients get the best possible retirement plan solution.

We’ll work as hard for your clients as you do.

Independent and unbiased. That’s an

advantage.


QUALITY As a subsidiary of Pentegra Services, Inc., Alliance Benefit Group–Pentegra offers a level of retirement plan oversight built on a 65+ year ERISA fiduciary heritage. We offer you and your clients the advantage of insights and experience gained in this unique role, and the benefit of industry best practices for administering retirement plans according to the quality standards this role demands.

That’s why we are SSAE 16 audit certified. It is also why our dedicated service team is comprised of seasoned professionals, many of whom hold the ASPPA and CEBS designations. It’s why our administrators have, on average, more than 20 years of experience in the industry. It’s why high-touch personal service is the hallmark of our business, and why we’re consistently ranked as one of the top Third Party Administrators in the nation.

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At Alliance Benefit Group–Pentegra, our reputation is based on the excellence of our people and the quality of our work—not as we measure it, but as our clients do. No wonder we’ve been able to consistently achieve a 97+% client satisfaction rating year after year. That’s the kind of quality that sets us apart from other Third Party Administrators, and makes a difference to you and your clients.

A higher quality standard. That’s an

advantage.


ABOUT ALLIANCE BENEFIT GROUP–PENTEGRA

Alliance Benefit Group–Pentegra is a subsidiary of Pentegra Services, Inc. Pentegra Services, Inc. is a member of the Alliance Benefit Group network, a national network of independently owned retirement plan consulting, health and welfare consulting and benefits administration firms. The network’s unique structure allows each member organization to maintain its independence and autonomy, yet at the same time provides each firm with access to a variety of competitive products, technical support and service collaboration from other offices.

Collectively, the Alliance Benefit Group network is one of the largest independent retirement plan administrators in the country, providing retirement plan services to over 8,600 plans representing over 656,000 participants and over $32 billion in assets. We are able to deliver economies of scale and negotiate pricing for services from a more competitive standpoint by leveraging the buying power of our collective resources.

Our Difference.

Your

advantage.


CORPORATE HEADQUARTERS Pentegra Retirement Services 108 Corporate Park Drive White Plains, NY 10604 ALLIANCE BENEFIT GROUP-PENTEGRA REGIONAL LOCATIONS CHARLOTTE, NC 5250 77 Center Drive, Suite 450 Charlotte, NC 28217 800-255-8678 GREENVILLE, SC 124 Verdae Boulevard, Suite 302 Greenville, SC 29607 888-822-6832 www.ABGPentegra.com

© 2012 Pentegra Retirement Services


ABG Pentegra