As one of America’s oldest independent fiduciaries, we help employers offer better retirement plans.
Expertise You Can Depend On
A Fiduciary First
We were founded more than 80 years ago as a Named Plan fiduciary—long before the role formally existed under ERISA.
Uncompromised Oversight
As one of America’s oldest independent fiduciaries, our clients enjoy the confidence that comes from uncompromised and objective oversight.
A Higher Level of Responsibility
As a fiduciary, we provide expert oversight and in-depth knowledge, shouldering much of the work and legal responsibility for managing a retirement plan.
The Benefits of Outsourcing 3(16) Plan Administration
Learn how outsourcing 3(16) fiduciary responsibilities can be a strategic decision that delivers significant benefits
Current Thinking
Pooled Employer Plans: A Strategic Growth Opportunity for Advisors
As retirement plan complexity continues to rise, advisors are increasingly being asked to do more than just recommend investments. Plan sponsors want help managing other read more
3(16) in Action: How You Can Stand Out in a Crowded Market
As we mark Pentegra’s fifth annual 3(16) Day™ this month, the conversation around ERISA 3(16) fiduciary outsourcing continues to evolve read more
Why Retirement Plan Oversight Belongs in the Boardroom
For banks and other financial institutions, fiduciary oversight of retirement plans has never been more important—or more consequential. Increased regulatory scrutiny, evolving legislation, read more
The Evolution of Pooled Employer Plans: What We’re Seeing Now—and What Comes Next
Since the introduction of Pooled Employer Plans (PEPs) through the SECURE Act of 2019, adoption has steadily accelerated as employers search for read more
Pentegra 3(16) Fiduciary Overlay Services
Protect your retirement plan – with independent plan administration and oversight.
