Fiduciary Solutions

We're a Different Kind of Retirement Partner

We’re a Fiduciary First. 

We’ve built a 75-year legacy serving thousands of clients nationwide and offer a level of fiduciary expertise and oversight unmatched in the industry today. 

Our fiduciary services shift responsibility for key plan tasks, transferring many of the legal and operational burdens of managing a retirement plan. 

We’ll fix what others fear. We’ll even take on complex responsibilities that others won’t. We accept a higher level of responsibility and offer a greater degree of protection.

Fiduciary Outsourcing Solutions

  • ERISA Named Fiduciary
  • 3(16) ERISA Named Administrator
  • 3(38) Fiduciary
  • Trustee, Directed or Discretionary

Our heritage as a fiduciary guides everything we do..

Do It For Me
Full Fiduciary Outsourcing

The employer outsources all three of the principal ERISA fiduciary roles: 402(a) Named Fiduciary, 3(16)(A) Plan Administrator, and Trustee; maximum protection and relief of fiduciary burden.

Available for single employer plans as well as multiple employer plans and group trusts; an independent advisor or consultant can provide local assistance.

Help Me Do It
Partial Fiduciary Outsourcing

Pentegra can serve in any combination of roles: 402(a) Named Fiduciary, 3(16)(A) Plan Administrator, Directed Trustee, Discretionary Trustee, or traditional Third Party Administrator (TPA).

Highly customizable; available with a wide range of industry partners, an independent advisor or consultant provides local assistance.

Do It Myself
Traditional Third Party Administration

Pentegra is not a fiduciary but provides a wide range of actuarial, administrative, recordkeeping support services and investment services.

Broad spectrum of choices in conjunction with our many industry partners; an independent advisor or consultant provides local assistance.