Investment strategy, not inventory

Pentegra offers an investment strategy, not just inventory. Our pension investment strategy employs institutionally managed collective trust funds from the largest institutional money manager in the world, State Street Global Advisors. Leveraging the combined strength of institutional-quality funds and Pentegra's 64 years of retirement plan expertise, our investment approach provides a consistently strong return on investment--outperforming most comparable actively managed funds at a fraction of the cost. We offer a broad array of index options that cover all major asset classes, provide rigorous style consistency, broad diversification and simplified investment choice for plan sponsors. Through our approach, we're able to bring you capabilities usually reserved for large corporate and public retirement plans for far less than the cost of active management. No 12b-1 marketing expenses, no mutual fund overhead charges. No excessive brokerage commissions or additional sales loads. With Pentegra, your investment stays where it belongs--in your plan.

Through our alliance partners, we also offer investment resources to provide expertise and guidance on plan investment selection and asset allocation. We'll provide you with access to licensed investment managers to recommend the optimal combination of funds that best meets your plan's asset/liability model.