Pentegra Retirement Services—Just the Facts

PRODUCTS

• 401(k) Plans
• Pension Plans
• KSOPs
• ESOPs
• Profit Sharing Plans
• Money Purchase Plans
• Executive Benefit & Director Plans

TOTAL ASSETS UNDER MANAGEMENT: OVER $4.2 BILLION

• Total Defined Contribution (DC) Assets: $2.0 billion
• Total Defined Benefit (DB) Assets: $2.2 billion

TOTAL NUMBER OF PLANS

• Over 800 plans

TOTAL NUMBER OF PARTICIPANTS:

• Total Number of DC Participants: Over 41,300
• Total Number of DB Participants: Over 42,300

LARGEST PLAN

• Assets: $270,000,000
• Participants: 1,679

ORIGINS

• Founded by the Federal Home Loan Bank System in 1943; still administering their plans today.
• Introduced pension product line in 1943
• Introduced defined contribution product line in 1970
• Introduced KSOP, ESOP and executive benefit products in 1993
• Introduced wholesale and affiliate selling strategy in 2003
• Introduced outsourcing product in 2004

A 60 YEAR TRACK RECORD

• 95%+ participation rate vs. industry average of <70%
• A 64 year track record of never missing a benefit payment
• Average client has been with Pentegra for over 10 years  

TECHNOLOGY PLATFORM

• Recordkeeping – SRT

NATIONAL ENDORSEMENTS

• America's Community Bankers (ACB)
• Independent Community Bankers of America (ICBA)  
• National Association of Federally Chartered Credit Unions Service
      Corporation (NAFCU) Preferred Partner

NATIONAL AFFILIATIONS

• American Bankers Association (ABA)
• Financial Managers Society

ENDORSED AND/OR AFFILIATED WITH 40 STATE BANKING ORGANIZATIONS