Company Stock and Certificate of Deposit Funds

COMPANY STOCK FUND

Pentegra offers the expertise and flexible parameters to make company stock and bank Certificates of Deposit part of a 401(k) investment program. These funds are administered in a daily valuation environment, whether traded thinly or on a major exchange.

Coordinate the establishment of trustee/custodian relationship
Facilitate stock purchases for KSOP contributions through trustee and market maker
Coordinate stock purchases for IPO
Review SEC filings for plan provisions
Provide employee communications regarding the stock offering
Assist in establishing proxy requirements
Coordinate the establishment of trustee/custodian relationship
Facilitate stock purchases for plan contributions through broker and market maker
Review of SEC filings for plan provisions
Development of employee communications regarding the stock offering
Assist in the establishment of proxy requirements