Pentegra TxTech

View The Pentegra 403(b) Advantage
View our 80 Year Retrospective

 

Our History

 

• An 80+ year legacy serving as an institutional fiduciary
• More than $50 billion in assets under administration
• Serving over 55,000 retirement plans with more than one million participants
• Independent fiduciary expertise and oversight unmatched in the industry today
• A board of directors comprised of our clients; we answer to those we serve

 

 

Who We Are

 

A Fiduciary First
We are committed to a higher standard of care for an unmatched level of expertise and oversight.

 

Eight Decades of Expertise
We were founded more than 80 years ago as a Named Plan Fiduciary, long before the role formally existed under ERISA.

 

Client driven is in our DNA
We were founded by our clients, and today are governed by a Board of Directors comprised of our clients. We answer to those we serve.

 

Independent and Unbiased Approach
Clients enjoy the confidence that comes from uncompromised and objective oversight and the peace of mind a professional on board provides

At Pentegra, we recognize the diverse needs of every participant, and work closely with plan sponsors, participants and registered investment advisors to develop personalized 403(b) solutions that help everyone achieve their retirement goals.

 

We believe Pentegra to be an excellent choice for many reasons:

Ultimate Fund Choice. Pentegra believes participants have the right to choose investments that are best suited to their individual needs. To that end, our platform provides access to over 30,000 mutual funds. With expert guidance, participants have the freedom to structure their best retirement plan based on their needs, not ours.

 

Independent Registered Investment Advisors. Pentegra partners with local, independent, registered investment advisors. Our partner advisors are registered investment fiduciaries who are obligated by law to put the best interests of their clients first. They will work with participants to design a plan that works for their individual goals and situation.

 

Flexibility and Ease. Fund costs are low and completely transparent—free of hidden charges, surrender fees, or penalties. Participants enjoy the ease of a single, flexible solution for personalized retirement investing with the confidence that comes with unlimited, unbiased fund options and objective advice.

 

One More Honor. One More Advantage
As an institutional fiduciary, we have important safeguards in place to ensure that your solution is administered according to the highest and most secure standards. In addition, we undergo annual SOC 1 and SOC 2 audits and our third party administration (TPA) operations are CEFEX certified by the Centre for Fiduciary Excellence, providing assurance that we have demonstrated adherence to the best practices in the industry.

 

Our solutions have earned the endorsement of trade organizations nationwide:

• Pentegra’s qualified retirement plan solutions have earned the exclusive endorsement of the American Bankers Association through its affiliate Corporation for American Banking

 

Pentegra’s qualified retirement programs have also earned the exclusive endorsement of

• Florida Bankers Association (BancServ)
• Independent Bankers Association of New York State
• Louisiana Bankers Association
• New Jersey Bankers Association
• Ohio Bankers League
• Pennsylvania Association of Community Bankers
• Texas Bankers Association
• West Virginia Bankers Association
• Western Independent Bankers
• Wyoming Bankers Association
• Community Bankers Association of Georgia

 

Pentegra is a member of Alliance Benefit Group (ABG), a national network of independently owned retirement plan consulting, health and welfare consulting and benefits administration firms. The group’s unique structure allows each member organization to maintain its independence and autonomy, yet at the same time provides each firm with access to a variety of competitive products, technical support and best practice service collaboration with member firms. Collectively, ABG is one of the largest independent retirement plan service providers in the nation, delivering administration, recordkeeping and consulting services to more than 20,000 plans and over $70 billion in assets. ABG is able to deliver economies of scale and negotiate pricing for services from a more competitive standpoint by leveraging the buying power of its collective resources.

 

Committed to Community Service
Pentegra is a Corporate Champion and strategic impact partner and supporter of Volunteer New York. The mission of Volunteer New York is to inspire, mobilize and equip individuals and groups to take positive action to address pressing challenges, support nonprofits, and strengthen the quality of life in our community. Through its partnership with Volunteer New York, Pentegra’s employees have participated in meaningful community outreach efforts. 

 

Corporate Citizenship Award
Pentegra continuously strives to build strong relationships with Westchester County and New York City-based nonprofits and organizations and is strongly committed to community services. Pentegra will join the Business Council of Westchester County 2019 Hall of Fame when it receives the award for Corporate Citizenship. Click here to read more about the award.