Introduction
Pentegra Retirement Services*
www.pentegra.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #48 | $5,840 | |||
401(k) | $4,196 | |||
403(b) | $344 | |||
457 | $43 | |||
NQDC | $140 | |||
All Other | $1,117 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #52 | 86,264 | |||
<$10MM | 41,781 | |||
$10MM – $50MM | 24,842 | |||
>$50MM – $200MM | 14,452 | |||
>$200MM – $1BMM | 5,189 | |||
>$1B | 0 |
Service Offerings | |
---|---|
New client restrictions | No Taft-Hartley plans |
Multiple service models | No |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 2 |
Will act as §3(16) fiduciary | Yes - direct offering |
Participant Services | |
---|---|
Call center hours | Weekdays: 9 a.m. - 8 p.m. ET |
Online chat support | No |
Mobile app | Not reported |
Managed account options | None |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform Schwab Retirement Technologies (SRT); FIS Relius |
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*Pentegra Retirement Services is a member of Alliance Benefit Group, which is ranked/reported separately and includes Pentegra totals. †Data has been updated/revised since initial publication in PLANSPONSOR magazine. |