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Unparalleled accountability and responsibility.

Today there is a great deal of talk about helping employers with fiduciary responsibility, yet the talk often falls short of what most employers actually desire and need—someone to simply handle it for them. Pentegra offers a solution.

Pentegra can serve in all three principal roles in a retirement plan—as a full scope ERISA 402(a) Named Fiduciary, a 3(16) Plan Administrator, and as Trustee, whether as a fully discretionary trustee with sole authority over plan assets or as a directed trustee under 402(a)(1).

Our fiduciary services are designed to complement the unique value proposition and service delivery model that each advisor brings to the table. We tailor our solutions to meet your preferences, whether you are seeking a full fiduciary outsourcing solution for your clients, or a more limited solution.

Fiduciary Protection