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THE PENTEGRA

DIFFERENCE YOUR ADVANTAGE


At Pentegra Retirement Services, Our Difference is Your Advantage. Pentegra Retirement Services delivers a full complement of tailored retirement plan services to organizations nationwide. With a legacy built serving as a plan fiduciary, we’re focused on offering retirement plan solutions with the highest level of integrity—solutions that place our clients’ interests first. The result—confidence, trust and responsibility for plan success at every level—and a better plan reality for those we serve.

The Pentegra name was derived from the words PENSION + INTEGRITY. That’s because integrity is at the foundation of everything we do.


Since its beginning, Pentegra has been a company that defines itself more by its values than a particular product or service. We’ve built our business by doing what we do the right way—with integrity, responsibility and a focus on our clients’ success. These values serve as the foundation of Pentegra’s culture, character and brand. They are a part of our work ethic, guide our judgment and define every decision that we make. Responsibility for successful retirement plan outcomes – for our clients, their participants and our partners – is one that we take seriously.

Better Practices For Better Plan Outcomes Pentegra is one of the most experienced Multiple Employer Plan providers in the nation. We specialize in multiple employer plan solutions—having sponsored two of the largest multiple employer plans in the United States for over 70 years.

Today, in addition to our multiple employer plans, our retirement solutions include Group Trusts, 401(k) plans, Defined Benefit Pension plans, Cash Balance plans, 412(e)(3) Fully Insured Defined Benefit plans, Split Funded Defined Benefit plans, KSOPs, ESOPs, Profit Sharing plans, Age-Weighted plans, New Comparability plans, 457(b) and 457(f) plans, 403(b) plans, 401(a) plans, Section 79 plans, Non-qualified Executive Benefit and Director plans, benefits financing solutions using BOLI, 701.19 plans and a broad array of TPA services.


Fiduciary And Administrative Relief At Every Level As one of the nation’s longest-serving fiduciary service providers, our retirement plan solutions are designed to deliver fiduciary and administrative relief at every level. As a retirement plan fiduciary for 70 years, Pentegra offers the advantage of insights and experience gained in this unique role, and the benefit of industry best practices for fiduciary standards. An Independent, Transparent Approach Pentegra is 100% focused on retirement plans. We are not distracted with competing lines of business or other products. We are independent— product and revenue neutral. We partner with firms as an independent resource to bring maximum flexibility to every opportunity.


Our business has evolved over our 70-year history, but there is one constant that remains. Pentegra is all about people—yours and ours. 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. That’s why we’ve equaled or exceeded the expectations of 97% of clients for the last five years in our annual client survey, and why today, our client retention rate is over 98%.


KEY DATES IN PENTEGRA’S HISTORY 1943 Founded in 1943 by the Federal Home Loan Bank System to administer a defined benefit pension trust—the Savings Association Retirement Fund.

2004 Pentegra’s name continues to evolve, as we make our focus clear to the marketplace with the introduction of the name “Pentegra Retirement Services.”

1970 A companion program, the Savings Institutions Thrift Plan, was created to provide 401(k) and savings plan products and services.

2008

2011

The acquisition of the subsidiaries RSGroup further broadens our capabilities and resources, adding regional depth as well as trust and insurance products, BOLI, and registered investment advisory and broker dealer capabilities.

Pentegra acquires Alliance Benefit Group-Carolinas, a full service third party retirement plan administration and recordkeeping firm.


1982

1993

We became known as the Financial Institutions Retirement Fund (“FIRF”) and the Financial Institutions Thrift Plan (“FITP”).

The organization embarked on a name change, creating a new, single name, the “Pentegra Group”. In addition, we established Pentegra Services, Inc. adding new products that we were restricted from offering through “FIRF” and “FITP”, making our programs available to the entire marketplace.

2013 Pentegra acquires Advanced Pension Solutions, Inc., a full service third party retirement plan administration firm.

Over $7.5 billion in assets under management and over 4,000 clients nationwide.


A 70-year legacy built delivering Retirement Plan Solutions with the highest level of integrity

108 Corporate Park Drive, White Plains, NY 10604 800•872•3473 tel www.pentegra.com © 2013 Pentegra Retirement Services

Pentegra Timeline  

Important dates in Pentegra's history

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