Attending the Texas Bankers Association's Annual HR & Operations Conference today? Visit John Schafer to learn how Pentegra can better help offload fiduciary responsibilities for your bank and board.
Pentegra Retirement Services
Financial Services
White Plains, NY 4,055 followers
At Pentegra, we are a different kind of retirement plan partner. That’s because we’re a fiduciary first.
About us
Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions nationwide. As one of America’s oldest independent fiduciaries, we deliver retirement plans that run with less risk, greater efficiencies and improved outcomes. With an 80-year legacy of fiduciary expertise and oversight unmatched in the industry today, we partner with firms at the advisor, sponsor and enterprise level to bring maximum flexibility to every opportunity, offering a comprehensive array of retirement plan solutions, plan consulting, TPA services and fiduciary support. Learn more at pentegra.com.
- Website
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http://www.pentegra.com
External link for Pentegra Retirement Services
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- White Plains, NY
- Type
- Privately Held
- Founded
- 1943
- Specialties
- MEPs, Defined Benefit Pension Plans, ESOPs, Cash Balance Plans, Profit Sharing Plans, 403(b), TPA Services, ERISA, Fiduciary, PEPs, and Defined Contribution Plans
Locations
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Primary
701 Westchester Ave
White Plains, NY 10604, US
Employees at Pentegra Retirement Services
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Stephen A. Hughes, QPA, QKC
Senior Consultant in Retirement Industry
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Yonesy Núñez
CISO | Independent Board Director | Advisor | Sponsor | Driving Innovative Information Security Risk Management Through Results-oriented Leadership
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Stephanie Mailloux
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Bruce D. Harrington
Vice President, Strategic Development at Pentegra Retirement Services
Updates
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Are you under the impression all 3(16) fiduciaries are the same? Each 3(16) service provider has a different level of services they’re willing to offer. That’s why it’s important to work with an experienced partner. Pentegra offers the most extensive level of 3(16) services available in the industry today. Explore our benefits at 316fiduciaryday.com
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Pooled employer plans (PEPs) are getting a lot of attention lately. Read Pentegra’s blog, PEPs Present Opportunities—For Employers and Advisors, to learn about how a well-executed PEP program can benefit both plan sponsors and retirement plan providers.
PEPs Present Opportunities—For Employers and Advisors - Pentegra Retirement Services
https://www.pentegra.com
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Plan sponsors are increasingly being held to a higher standard when it comes to protecting participant assets. Attend Pentegra’s CE course on July 25th at 2pm ET, to understand the latest guidance on cybersecurity for qualified retirement plans and the role of the financial advisor in cybersecurity.
CE – Cybersecurity for Retirement Plans - Pentegra Retirement Services
https://www.pentegra.com
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We are pleased to welcome Charlene Michaelis to our team! Interested in starting a career with us? Apply here: https://lnkd.in/gDC--rnZ
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Cash balance plans seem to be getting a lot of attention recently, and for good reason. Pentegra’s latest blog, What’s the Deal with Cash Balance Plans, shares more about why these plans can provide substantial benefits—both immediate and long-term—to employees and employers.
What’s the Deal with Cash Balance Plans? - Pentegra Retirement Services
https://www.pentegra.com
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Retirement plan sponsors are increasingly being held to a higher standard when it comes to protecting participant assets. Join us on July 25th at 2pm ET to gain a better understanding of the latest guidance on cybersecurity for qualified retirement plans and the role of the financial advisor in cybersecurity.
CE – Cybersecurity for Retirement Plans - Pentegra Retirement Services
https://www.pentegra.com