Pentegra Retirement Services delivers retirement plan solutions with the highest level of integrity and offers a full spectrum of retirement programs for community banks, including Multiple Employer Plans and Group Trusts, 401(k) plans, including plans with publicly and non-publicly traded employer stock, Defined Benefit Pension plans, Cash Balance plans, 412(e)(3) Fully Insured Defined Benefit plans, Split Funded Defined Benefit plans, KSOPs, ESOPs, Profit Sharing plans, Age-Weighted plans, New Comparability plans, 403(b) plans, 401(a) plans, Section 79 plans, 701.19 plans and a full array of Third Party Administrative services. With every retirement solution, Pentegra brings the same focus—relieving banks of the primary fiduciary and administrative burdens that come with sponsoring a retirement plan.
Today, Pentegra manages over 1,200 bank retirement plans and more than $10 billion in retirement plan assets for clients nationwide. As a retirement plan fiduciary for over 70 years, Pentegra offers the advantage of insights and experience gained in this unique role, and the benefit of industry best practices for fiduciary standards. Pentegra delivers a level of plan oversight and compliance confidence that is unmatched in the industry, and the oversight of a Board of Directors comprised of community bank clients who use Pentegra's products and services themselves. Pentegra tailors its relationship to meet the preferences of its clients. In every case, Pentegra can incorporate your financial advisor into the process, recognizing the value of their role in making your plan a success.