What makes our approach to company stock different?

Pentegra has the expertise and flexibility to make company stock part of your retirement program. We provide a full spectrum of employer stock services and administer stock in a daily valuation trading environment—whether it is traded thinly or traded on a major exchange.

We offer three plan options for incorporating company stock into a retirement program ESOPs, KSOPs and 401(k) Plans with employer stock as an investment option.

EMPLOYER STOCK SERVICES

• Coordinate the establishment of trustee/custodian relationship
• Facilitate stock purchases for plan 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