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Client Driven is in Our DNA

Our Clients Like Our Solutions

“We were concerned about meeting our fiduciary responsibilities for our single employer defined benefit plan. We were not confident that the separate firms were managing the plan effectively and efficiently. Pentegra was able to offer a full service, bundled approach. Pentegra also is helping us satisfy all of our required fiduciary responsibilities. We feel confident we are working with a solid firm with an admirable reputation.”

Lisa Ammon, Vice President, Coatesville Savings Bank

Our Clients Value Our Expertise

“Pentegra’s consulting expertise, especially in plan design issues, along with its extensive experience with both defined contribution and defined benefit plans made Pentegra the best resource for assessing our benefits package to determine what changes could be made.”

Human Resources Director, Federal Home Loan Banks, Office of Finance

Our Clients Like the Way We Think

“Pentegra’s products and services are designed to meet the unique needs of our industry. Like the community-based financial institutions that Pentegra has built a legacy serving, its commitment is not simply to provide retirement products, but products that make a difference to the people it serves.”

Michael Lussier, President & CEO, Webster First Federal Credit Union

“Pentegra helped us restructure our retirement plan and find a better way to balance cost and benefit objectives. Today our overall retirement costs are both more manageable and predictable, and we have a well-diversified retirement program that helps us attract and retain quality employees.”

Dennis Angner, President & CEO, Isabella Bank Corporation

“With Pentegra as the ERISA-named plan administrator and principal fiduciary, our board and executive team are relieved of the principal legal and fiduciary responsibilities associated with running a 401(k) plan. Retirement plan administration is involved, complex, and laden with compliance burdens. Pentegra offers true fiduciary relief for banks and their boards while also providing a comprehensive approach to developing the right retirement solution for you.”

Gabrielle Adams, CFO, Texas Bankers Association, Austin