Participant services

Pentegra offers a clear advantage over our competitors: education programs that ensure exceptional levels of participation. Our education and communication programs, along with convenient account access, help meet your participants’ needs.

As your participants encounter major life events, they are faced with decisions that vary in complexity. Pentegra provides lifelong financial solutions by offering a full spectrum of participant education materials customized to address your plan’s unique needs.

Our approach to education appeals to both novice and sophisticated investors with clear, unbiased discussions that relate to investors’ personal circumstances. With 90% to 100% participation rates, our group meetings help your participants achieve their retirement goals.

Our commitment to education doesn’t end with enrollment. Your participants can draw on Pentegra’s vast experience in providing quality education and communication services. Our interactive systems empower participants to effectively manage their accounts by giving them convenient access to detailed account information.

Pentegra can help you implement an education and communication strategy that touches employees throughout the key phases of participation in a retirement program: awareness, enrollment and retirement investment basics, ongoing monitoring and planning, and distribution education.