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Pentegra: Retirement Services Plan

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Provider: Pentegra

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Pentegra offers a comprehensive array of retirement plan solutions and the added advantage of 75+ years of working with banks nationwide. You decide how you want to work with us and together we’ll select the plan design, services, and fiduciary support, that brings your solution together seamlessly to drive successful outcomes. Programs include multiple employer plans, group trusts, 401(k) plans, including plans with publicly and non-publicly traded employer stock, and defined benefit pension plans.

Benefits

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 75+ 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.
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About Pentegra

Provider

Our Experts

Helen N. Sullivan

SVP, Endorsed Solutions

Contact Helen
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