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
Compliance Problems, Plan Corrections & Preventive Strategies: What Financial Advisors Should Know
For financial advisors supporting retirement plan clients, it’s no secret that navigating the regulatory complexities of qualified plans can be read more
A Better Path to Plan Compliance
The management of retirement plans has become increasingly complex, demanding that plan sponsors navigate evolving regulatory requirements, administrative responsibilities, and read more
2025 Retirement Plan Challenges and Opportunities
This is Eric Wietsma, President and CEO of Pentegra. Starting with this post, I’ll be writing a monthly blog that read more
“De-Risking” Your Defined Benefit Plan
For decades—before the 401(k) plan came on the scene—defined benefit (DB) pension plans ruled the retirement plan world. If an read more
Pentegra 3(16) Fiduciary Overlay Services
Protect your retirement plan – with independent plan administration and oversight.
