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Focused expertise, deep capabilities

Pentegra’s retirement plan capabilities are both focused and deep. Focused, in that we specialize in retirement plans—that is all we do. Deep, in that within our world, we have expertise with almost every conceivable plan type and design with the broadest possible span of fiduciary duties.

We are independent and product neutral - we partner with firms as an independent resource to bring maximum flexibility to every opportunity. You and your client decide how you want to work with us and together we'll select the services, fiduciary support, and investment platform that brings yours solution together seamlessly.

The result - powerful retirement plan solutions that build successful outcomes for everyone.