Our expertise becomes your expertise

At Pentegra, we think designing an effective retirement program is more than simply developing a plan that assists employees in meeting their retirement goals. It's also about addressing your organization's business needs. The maturity of your business, the demographics of your workforce, the level of competition you face, and your organization's cost and benefit objectives all influence the decision as to which retirement plans make the most sense for an organization.

When we partner with a client, we become an extension of their human resources department. We begin with a review of your management philosophy, compensation strategy, the different types of plans available, an analysis of what your peers offer, and think about factors such as demographics and the maturity of your institution.

Our plan design analysis begins at conversion and continues throughout your relationship with us. From legislative updates and compliance expertise to merger and acquisition consulting, our expertise becomes your expertise.