The Pentegra "one source" advantage

Pentegra offers credit unions a single source for retirement plan management. By integrating the administration of both defined contribution and defined benefit plans, our total retirement plan solutions maximize efficiencies for sponsors and provide your participants with a better understanding and appreciation of their total retirement benefits package.

Our integrated approach means that all the information you and your employees need is available through a single provider. With our comprehensive website, Pentegra OnLine, we're able to deliver integrated plan and participant level account information and data research and report generation. Integrated benefits administration means that your employees can build all plan benefit information into the retirement planning process using Pentegra OnLine's financial planning tools, simplifies routine tasks such as name or address changes, and provides them with easy-to-read, consolidated benefit statements.

Complete retirement plan outsourcing with Pentegra means simpler, less expensive processes and lower overall plan costs.

• A single point of contact for plan administration
• Coordinated plan enrollment, conversion and implementation
• Total ownership of the service delivery process
• Integrated plan reviews and streamlined reporting
• Across the board plan design changes and amendments
• Integrated communications to ensure your participants get a more consistent message and see a total picture of their retirement benefits
• A single website to access for consolidated retirement benefit information
• Comprehensive compliance testing across all plans
• A global focus on benefit limitation issues to help you plan more effectively for your executive team
• Less time spent on vendor management and coordination and elimination of duplicate vendor resources