As one of America’s oldest independent fiduciaries, we help employers offer better retirement plans.
Get to know our solutions.
What Makes Us Different
Fiduciary is our DNA
Our heritage as a fiduciary guides everything we do. We’ve built an 80-year legacy of fiduciary expertise and oversight unmatched in the industry today.
We build better retirement plans
With every opportunity, our goal is to create retirement plans that run with less risk, greater efficiencies and improved outcomes.
We’ll fix what others fear
We’ll take on complex responsibilities that others won’t. We accept a higher level of responsibility and offer a greater degree of protection.
We’re independent
We have no conflicts of interest. We offer an objective perspective and focus on doing what’s best for you.
We’re a flexible partner
We partner with firms at the advisor, plan sponsor or enterprise level to bring maximum flexibility to every opportunity.
The peace of mind a professional on board provides
Our deep bench of tenured and professionally credentialed experts do their best work, so you can focus on doing yours.
The Pentegra SmartPath™
Our SmartPath™ thought leadership is all about achieving successful outcomes through best practice plan design and actions that drive retirement readiness.
Current Thinking
A Deeper Dive into Cash Balance Plans
In previous articles, we explored some of the basics of cash balance plans. Now we’ll go into more detail on read more
Better Together: 401(k) and Cash Balance Plans
So many things are simply better together—peanut butter and jelly, baseball games and hot dogs, summer and a good book. read more
Audit Stress? Lessen Annual Audit Anxiety with a 3(16) Fiduciary
The Department of Labor (DOL) requires retirement plans with at least 100 eligible plan participants to submit an audit report read more
Tax Withholding and Roth Conversions
A recent call with a financial advisor in Ohio who works with Pentegra is representative of a common question on read more
Building Blocks to Retirement
At Pentegra, we know it’s important to give you and your participants the tools you need to learn more about saving and investing for retirement.
Our Building Blocks tool is designed to make it even easier for you. Each section of our site focuses on different retirement education essentials – from retirement planning to investment strategies to revisiting your portfolio – the tools are right here.
That’s the Pentegra Education Advantage.
A partner focused on your success.
