Pentegra

Founded: 1997 • Age: 29 yrs
Offers retirement plans, fiduciary oversight, and investment services for employers and participants.

About Pentegra

Pentegra is a Financial Services company founded in 1997. It offers retirement plans, fiduciary oversight, and investment services for employers and participants. It operates on a B2B and Service-Based Consulting model in Financial Services and Technology sectors. Its website pentegra.com draws about 681 thousand monthly visits. Pentegra offers products and services including Fiduciary Solutions, TPA & 3(16) Solutions, MEP & PEP Solutions, and Institutional Investment Solutions. Its focus areas include Retirement Tech, Pension Plans, Fiduciary Oversight and FinTech. Its legal entity is Pentegra Retirement Services.

Company details

Pentegra specializes in retirement plan management and fiduciary services, helping employers reduce risks and improve outcomes through expert oversight and consulting. Based in White Plains, NY, they deliver solutions like 3(16) Fiduciary Overlay, TPA services, and institutional investment management. They focus on objective, flexible partnerships for plan sponsors and participants, emphasizing regulatory compliance and retirement readiness.

  • Sectors
    Financial Services
    Technology
  • Email
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  • Phone
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  • Website pentegra.com
  • Social LinkedIn X Facebook YouTube
  • Legal Name Pentegra Retirement Services

Products & Services of Pentegra

Pentegra offers a comprehensive portfolio of products and services, including Fiduciary Solutions, TPA & 3(16) Solutions, MEP & PEP Solutions, and Institutional Investment Solutions.

Fiduciary Solutions
Fiduciary Services

Provides oversight for retirement plans to ensure compliance

TPA & 3(16) Solutions
Administrative Services

Offers third-party administration and fiduciary support for plans

MEP & PEP Solutions
Plan Management

Delivers multiple employer plans for simplified retirement offerings

Institutional Investment Solutions
Investment Services

Manages investments to optimize retirement fund performance

Apps and channels of Pentegra

its YouTube channel Pentegra has 76 subscribers and 30 videos.

Pentegra
YouTube 76 subscribers 30 videos Howto & Style
Open channel

Videos from Pentegra

The most watched videos on Pentegra's YouTube channel, Pentegra (76 subscribers). Click a video to play it here.

SECURE 2 0 Changes - Roth Catch Up Contributions
137 views
SECURE 2 0 Changes - Long Term Part Time Eligibility
120 views
403b Plan Restatement Requirements – Take Action Now
118 views
Secure 2 0 Changes - Required Minimum Distribution
118 views

More on Pentegra.

People of Pentegra

26 people are tracked at Pentegra (12 in leadership, 14 in team).

NameRoleGroup
Carlo Guerrera
Head Of DistributionLeadership
David Barrer
National DirectorLeadership
Brian Lynch
Regional DirectorLeadership
Ken Jackson
Regional DirectorLeadership
Mark Hogan
Regional DirectorLeadership
Wade Connor
Regional DirectorLeadership
Zack Demers
Regional DirectorLeadership
Kenneth Berkson
Director Of Operations And Client ServicesLeadership
Michael Nardone
Director, FinanceLeadership
Sarah Lange
National Sales Director, Investment ServicesLeadership
Tony Coporale
Director, Payroll Services GroupLeadership
Robert Scholl
Director Of Application DevelopmentLeadership
Ellen Walsh
Finance ManagerTeam
John Low
Key Client Development ManagerTeam
Charles S Harrison
Client Transition ManagerTeam
Pedro Frias
Trust Operations ManagerTeam
Carolina Sanchez-Luna
Senior Operations SpecialistTeam
Dave Ratcliff
Relationship ManagerTeam
Shelby Dailey
Relationship ManagerTeam
Meghana R.
Salesforce Release AdminTeam

6 more people are available in the full profile.

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Complete people profiles for Pentegra

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  • Team structure
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Web traffic of Pentegra

The website of Pentegra (pentegra.com) receives about 680.7K visits a month.

  • Monthly visits
    680.7K

    ▼ 6.7% vs previous month

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β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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Related news about Pentegra

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Frequently Asked Questions about Pentegra

Pentegra was founded in 1997.

Pentegra specializes in retirement plan management and fiduciary services, helping employers reduce risks and improve outcomes through expert oversight and consulting. Based in White Plains, NY, they deliver solutions like 3(16) Fiduciary Overlay, TPA services, and institutional investment management. They focus on objective, flexible partnerships for plan sponsors and participants, emphasizing regulatory compliance and retirement readiness.

Pentegra offers Fiduciary Solutions, TPA & 3(16) Solutions, MEP & PEP Solutions, and Institutional Investment Solutions.

Pentegra operates through Pentegra Retirement Services.

The website of Pentegra receives about 681 thousand visits a month.

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