The Pentegra technology advantage

A PROVEN RECORDKEEPING PLATFORM

FLEXIBLE DAILY VALUATION SYSTEM

Our daily valuation recordkeeping system was designed specifically for defined contribution plan management. Automated proprietary reconciliation programs ensure accuracy, efficiency and control. We utilize Schwab Recordkeeping Technologies (formerly known as TrustMark), a highly flexible, modular, Windows-based system. A member of the Advisory Committee, Pentegra is considered a leading system user.

QUALITY ASSURANCE

Full data back up occurs daily, ensuring superior recovery capabilities should a natural disaster or emergency occur. To ensure the accuracy and timeliness of our transaction processing, we use a combination of technology and internal audit procedures. We also conduct an annual SAS 70 Audit by an independent auditor to guarantee that the program is administered according to the highest standards.

Quality assurance features include:

  • Integrated participant recordkeeping and trust accounting system
  • Daily valuation
  • Nightly reconciliation
  • Internal Quality Control

© 2005 Pentegra Retirement Services