A leading provider of retirement plan, fiduciary outsourcing and institutional

investment solutions to clients nationwide.

Partner with us to design a retirement plan or executive benefit plan to attract, reward and retain
employees, reduce risk and burdens with our fiduciary outsourcing solutions, or achieve more
successful outcomes with our SmartPath™ to retirement.
 Our solutions: Qualified Retirement Plan and Fiduciary Outsourcing Solutions,
Non-Qualified Plans, Benefits Financing Solutions using BOLI, and Institutional
Investment Solutions

One of the largest and most No conflicts of interest. Nearly

experienced Multiple As a privately held $13 billion
Employer Plan (MEP) company, we offer an in retirement assets
providers in the nation independent under management
perspective and
objective point of view

True outsourced fiduciary administration— Unparalleled governance Our board

ERISA Named Fiduciary, 3(16) Administrator
and Discretionary or Directed Trustee
capabilities delivering a level of fiduciary
protection
unmatched in the industry
of directors include representatives of
our clients, Presidents and CEOs who use
our services and place the future
of their own retirement benefits
in our hands

Over More than A

75 years 100 98%
of clients who have client
experience been with us for retention
over 30 years rate
 In-House Experts
Certified Plan Consultants, ERISA attorneys,
Enrolled Actuaries and credentialed
professionals whose designations include,
among others QKA, QPA, CEBS,
PHR, and ASA
Maximum flexibility
for every opportunity. You decide how to work
with us and we’ll select the services, fiduciary
support and investment platform that
bring your solution together seamlessly

One of the largest and most Best-in-class investment options

experienced with true, open architecture including
nonproprietary institutional index and retail
fiduciary administrators in the nation with
mutual funds, self-directed brokerage accounts,
over 1,000 outsourced plan adopters ETFs and other non-traditional investments,
such as employer stock and CD funds

Client driven culture. We were founded by our clients, are owned

by our clients, and governed by our clients
Client driven is in our DNA

CEFEX Certified for our
Administration Services by The Centre for
Fiduciary Excellence, LLC
Founded by the Federal Home Loan Bank
System in 1943 Pentegra continues to manage
FHLB retirement plans today along with
the defined benefit plan of the Office of the
Comptroller (OCC)
Broad capabilities with all plan types, including complex designs. MEPs, 401(k) plans,
Traditional Defined Benefit Pension plans, Cash Balance plans, 412(e)( 3)
Fully Insured Defined Benefit plans, Split Funded Defined Benefit plans, DB/DC
Combination plans, KSOPs, ESOPs, Profit Sharing plans, Age-Weighted plans,
New Comparability plans, 457(b) and 457(f) plans, 403(b) plans and
Non-qualified Executive Benefit and Director plans

Our fiduciary outsourcing Strong presence in the

solutions and MEP expertise financial services sector
differentiate your services with more than 700
to help you deliver financial institution
greater value for retirement plans
your clients.

Contact us at 800.872.3473, visit us at www.pentegra.com

or become part of the conversation and follow us on

2 Enterprise Drive, Suite 408, Shelton, CT 06484-4694

800•872•3473 tel 203•925•0674 fax www.pentegra.com
© 2018 Pentegra Retirement Services All Rights Reserved