Location
Headquarters: White Plains, New York, United States, North America
Region: New York
Country: US
Continent: North America
About
Pentegra is a leading retirement services provider focused on financial retirement planning, fiduciary outsourcing, and retirement plan administration for clients nationwide. It positions itself as a fiduciary-first, independent provider with a long history as one of America’s oldest fiduciaries, offering oversight and governance for employer-sponsored retirement plans. The company emphasizes outsourcing 3(16) fiduciary responsibilities and a broad range of retirement plan solutions to help employers manage plan administration and fiduciary risk. Headquartered in the United States, Pentegra serves employers, plan sponsors, advisers, and participants through a national presence and thought leadership in regulatory and technical updates.
Pentegra Retirement Services provides fiduciary outsourcing and retirement plan administration for employer-sponsored plans. It acts as an ERISA Named Fiduciary, managing compliance and governance for financial institutions and plan sponsors. The company offers investment options and third-party administration to help clients mitigate fiduciary risk.
Pentegra Services, Inc.
1943
for_profit
active
Industries
Primary Industry: Business Services
Categories
Funding & Financials
Growth Stage
10m-50m
private
Leadership
Technology Stack
Products
3(16) Fiduciary Administrator Services: Provides fiduciary administration under ERISA Section 3(16), managing plan operations and compliance responsibilities for retirement plans.
Named Plan Fiduciary Services: Acts as a named fiduciary responsible for overseeing retirement plan governance and fiduciary duties as defined by ERISA.
3(38) Investment Fiduciary Services: Provides fiduciary oversight and management of plan investment options under ERISA Section 3(38).
Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs): Facilitates retirement plans that allow multiple unrelated employers to participate under a single plan structure.
Financial Planning Education Modules: Provides educational content on financial health topics including budgeting, Social Security, debt management, retirement, and estate planning.
Connect
Connect
Open positions
No open positions at the moment. Check back later or browse all jobs.
Browse all jobs