When it comes to offering a PEP, experience matters. Pentegra is uniquely positioned to help advisors succeed. As one of the most experienced Multiple Employer Plan (MEP) providers in the nation, Pentegra brings unmatched expertise to the next evolution of retirement plans: PEPs.

PEPs are a natural extension of our MEP expertise. With Pentegra, you gain the confidence of working with a partner that is well versed in the complexities of pooled retirement plan structures—uniquely positioning us to deliver smarter, stronger PEP solutions.

As a CEFEX-certified Pooled Plan Provider (PPP) and 3(16) fiduciary, your clients benefit from the highest levels of governance, compliance, and operational excellence.