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 participants with a better understanding and appreciation of their total retirement benefits package.

• 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 participant communications combined DB/DC Benefit Statements
• 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