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ABA: The American Bankers Association

Pentegra: Retirement Plan Services


Provider: Pentegra

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Pentegra is a leading provider of retirement plan fiduciary outsourcing solutions to banks nationwide. As one of America’s oldest independent fiduciaries, we provide sponsors with retirement plans that run with less risk, greater efficiencies and improved outcomes.

With an 80-year legacy of fiduciary expertise and oversight unmatched in the industry today, we partner with your bank’s advisor and recordkeeper to bring maximum flexibility to every opportunity, offering a comprehensive array of retirement plan solutions including, plan consulting, TPA services and fiduciary support. Learn more at pentegra.com.

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Plan features designed especially for banks, including the ability to offer bank holding company stock and/or bank certificate of deposits as investment options, and private label retirement programs for a bank's commercial clients

  • The ability to outsource key retirement plan duties and responsibilities
  • A flexible approach that lets banks decide how they want to work with Pentegra—either as a full service provider or on a more select basis.
  • Comprehensive high-quality retirement programs designed exclusively for banks.
  • The benefit of 80 years of bank insights and trends to help position your bank competitively.
  • A wide array of retirement plan services, including customized plan communications that include 24/7 account access for plan sponsors and participants as well as on-site education meetings.


401(k) Plan Administration – Is There an Easier Way?

December 07, 2021 | 02:00 PM ET

Join Pentegra as we provide a better understanding of retirement plan 3(16) administrative responsibilities and corresponding risks, along with recommendations and guidance for managing these duties.


Pentegra Talks About The Benefits Fiduciary Benchmarking Reports

June 27, 2022 | 02:00 PM ET

Join Pentegra's Wade Connor as he talks about the benefits of this report and find out how your plan stacks up.



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Our Due Diligence Process

ABA-endorsed products and services are evaluated by industry experts and bankers. Learn more about our due diligence process.

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