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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.


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.


SECURE 2.0: What Retirement Plan Changes Are in My Bank’s Future?

February 06, 2024 | 02:00 PM ET

The SECURE 2.0 Act of 2022 was passed by Congress and signed into law by the President in 2022. The law contains over 90 provisions, many of which are designed to simplify retirement plan rules. While a number of the provisions have taken effect in 2023, there are still a number of provisions scheduled for 2024 or later.



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

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