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TPA Services

A flexible independent approach.

Pentegra offers a comprehensive array of Third Party Administrative Services. Our in-house ERISA attorneys, consultants and compliance specialists are knowledgeable, experienced and trained to handle the varying complex issues surrounding retirement plans. Our flexible arrangement can include an existing recordkeeper, trustee or investment manager.

Our flexible, independent approach offers the ability to use a third-party record keeper platform through one of the major insurance or fund companies, or create your own fully customized fund line-up with no proprietary fund requirements—and accept either fee or commission-based income—based on what works best for your business model.

Learn more about our TPA Services.