Jump to Content
ABA: The American Bankers Association

Pentegra: Retirement Plan Services

image

Provider: Pentegra

Pentegra Logo

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.

Request a Due Diligence Report

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.

2:32

Video

About Pentegra

Webinars

Your Bank’s Retirement Plan—Organize, Simplify and Get Ready for 2021

December 01, 2020 | 02:00 PM ET

Join us for an engaging webinar to help you think about ways to save time and reduce work and risk as you prepare for 2021!

Details

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.

Details

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.

Details

Provider

Our Experts

Helen N. Sullivan

SVP, Endorsed Solutions

Contact Helen
close-video-modal

Useful Links

Our Due Diligence Process

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

Contact Us

Need more information about our Endorsed Solutions? Call or email us. We'd love to help you!