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
Why Compliance Oversight Is Becoming a Bigger Part of the Advisor Conversation
For many retirement plan sponsors, compliance challenges do not arise from a lack of commitment—they develop over time as plans read more
Why Private Equity Firms Are Looking at PEPs and MEPs as More Than Just Retirement Plans
Private equity firms are under constant pressure to drive operational efficiencies, reduce risk, and create value across their portfolio companies. read more
Beyond the Deadline: How 3(16) Fiduciary Oversight Creates a Smoother Form 5500 Process
For many plan sponsors, Form 5500 season can feel like a scramble to gather data, coordinate providers, answer auditor questions, read more
Winning Retirement Plan Business Today: Why Fiduciary Strategy Beats Price
For years, retirement plan decisions were often driven by cost. Advisors and providers competed on fees, bundled services, and incremental read more
Pentegra 3(16) Fiduciary Overlay Services
Protect your retirement plan – with independent plan administration and oversight.
