Pentegra

A leading provider of retirement plan and fiduciary outsourcing solutions to organizations nationwide.

[Pentegra @pentegra_inc]

The SECURE Act 2.0 has brought many changes to the retirement plan industry, including a new account saving/withdrawal option. Our latest blog shows how this change may help change participants’ mindsets and behaviors regarding early withdrawals.

[Pentegra @pentegra_inc]

Pentegra has always been dedicated to providing clients with 3(16) fiduciary solutions that save time, reduce workloads and minimize liability. Learn about how we make it easier for advisors and plan sponsors. #80yearsofPentegra

[Pentegra @pentegra_inc]

Join us for Pentegra’s last CE course of the year on Dec 7th at 2 pm ET.

[Pentegra @pentegra_inc]

Happy Thanksgiving from Pentegra!

[Pentegra @pentegra_inc]

Last chance to earn CE credits from Pentegra for 2023!

Attend our upcoming course on December 7th at 2pm ET to learn the basic requirements for a retirement plan to be qualified for tax benefits and the ramifications of losing tax-qualified status.

[Pentegra @pentegra_inc]

Advisors are extremely busy, so working with a retirement plan partner offering high administrative fiduciary support is important. Lucky for them, being a 3(16) fiduciary isn’t just a service we added on to our business — it’s our primary focus. #80yearsofPentegra

[Pentegra @pentegra_inc]

Attend Pentegra’s CE course on November 15th to learn how to design effective qualified retirement plans that meet a plan sponsor’s business objectives and help improve employee financial wellness.
https://t.co/iRL2ttk8S0

[Pentegra @pentegra_inc]

Looking for the confidence that comes from uncompromised, objective oversight and the assurance of knowing your retirement plan is in good hands? Working with Pentegra means greater peace of mind. Start today at https://t.co/DkZN8bwhpS #80yearsofPentegra

[Pentegra @pentegra_inc]

Are you a financial advisor seeking a fiduciary outsourcing retirement solution for your clients? Pentegra’s fiduciary outsourcing solutions enable us to align our full resources behind your needs. Contact us at https://t.co/DkZN8bwhpS #80YearsofPentegra

[Pentegra @pentegra_inc]

Small businesses play an important role in helping U.S. workers save for retirement. Attend Pentegra’s CE course, Big Plans for Small Businesses, tomorrow at 2 pm ET to learn how a plan governance process may help reduce fiduciary liability for employers. https://t.co/rzI44z6lQr

[Pentegra @pentegra_inc]

For 80 years we’ve strived to bring clients peace of mind. We monitor plans to help ensure that problems don’t occur, and, if they do, we help fix them. Learn more at https://t.co/DkZN8bwhpS #80yearsofPentegra

[Pentegra @pentegra_inc]

As one of America’s most experienced institutional fiduciaries, we like to think we do “fiduciary” as well as anyone else. With an 80-year legacy serving as an institutional fiduciary, we’ve got you covered. #80yearsofPentegra

[Pentegra @pentegra_inc]

Small businesses play an important role in helping U.S. workers save for retirement. Join Pentegra’s CE course to learn how a plan governance process may help reduce fiduciary liability.

[Pentegra @pentegra_inc]

We were founded by our clients and are governed by our clients—simply, we exist for our clients. When we say we are “client-driven,” it is not just an empty marketing tagline; it’s our DNA. #80yearsofPentegra

[Pentegra @pentegra_inc]

Did you know a sweeter tax deal may await “small” business owners who do not currently offer a workplace retirement plan due to recent law changes? Read our latest blog regarding the implications SECURE Act 2.0 has for small businesses.

[Pentegra @pentegra_inc]

Pentegra has 80 years of integrity, service, dedication and expertise under its belt. Curious about where we started or what we’re up to today? Check out our history: https://t.co/aHVhmvljbn #80yearsofPentegra

[Pentegra @pentegra_inc]

October is #NationalRetirementSecurityMonth. Saving for retirement is a long journey, and depending on what stage of life you’re at, the strategies you pursue will likely differ. Pentegra’s financial planning essentials can help you start.

[Pentegra @pentegra_inc]

Are you looking for the confidence that comes from the assurance of knowing your plan is in good hands? Working with Pentegra means greater peace of mind. Learn more about our 80 years of fiduciary oversight. #80yearsofPentegra

[Pentegra @pentegra_inc]

Do your clients have a process in place for implementing and repeating compliant rollovers in accordance with ever-changing retirement plan rules? Attend Pentegra’s CE course on September 20th at 2 pm ET to learn how to navigate the new rollover reality.

[Pentegra @pentegra_inc]

The end of the year is quickly approaching; do you need more CE credits? Pentegra’s next CE course, Navigating the New Rollover Reality, will be held on September 20th at 2 pm ET.