Pentegra Retirement Services

Mr. John J Schafer, Vice President, National Markets
2 Enterprise Drive
Suite 408
Shelton, CT 06484
(317) 506-6875 (phone)
(800) 872-3437 (toll-free)
(203) 925-0674 (fax)
www.pentegra.com
Membership Level: Gold Service Member
Valued member since December 2004
Founded in 1943 by the Federal Home Loan Bank System, Pentegra Retirement Services has been an industry leader in providing full service retirement plan solutions to banks nationwide.

Pentegra offers a full spectrum of qualified retirement programs. With every retirement solution, we bring the same focus—relieving banks of the fiduciary and administrative burdens that come with sponsoring a retirement plan.

Today, Pentegra manages over 700 financial institution retirement plans and more than $9 billion in retirement plan assets for clients nationwide. At Pentegra, our objective is simple: deliver retirement plan solutions that drive plan success and participant retirement readiness.

. Over 70 years of expertise in designing retirement plans for banks nationwide
. Independent, unbiased approach
. One of the nation’s most experienced fiduciary service providers


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