Pentegra :: 403(b) and Non-Profit Plans

THE PENTEGRA ADVANTAGE FOR 403(b) AND NON-PROFIT PLANS

THE PENTEGRA ADVANTAGE FOR 403(b) AND NON-PROFIT PLANS

At Pentegra, we create retirement plans that work for you and your employees. Our 403(b) and Non-Profit Plans are designed to help schools, non-profit organizations, municipalities and those in health care provide the flexibility and choice to meet every participant's retirement plan goals.

CONSIDER THIS: A true open architecture approach should always be one of the investment platforms available to participants. This approach enables participants to select the investment approach that's right for them and the ability to work with their choice of financial advisors while adhering to new 403(b) plan regulations.

Learn more about Pentegra's 403(b) Plan Services:

Retirement plans backed by 65+ years of expertise. That's an advantage.


403(b) PLAN SERVICES

We offer everything you'll need to offer a successful retirement program for your employees, including the support of a dedicated relationship management team and a powerful web-based recordkeeping platform that delivers a comprehensive online user experience that makes plan management easy for sponsors, participants and advisors, 24/7.

We offer a complete 403(b) retirement plan solution.

  • Account Management Services
  • Administration & Recordkeeping
  • Trustee & Custodial Services
  • Plan Document Services
  • Legal Services
  • Investment Management
  • Model Portfolios
  • Plan Education & Communications
  • Online Account Access 24/7

403(b) INVESTMENTS

Pentegra offers investment solutions for every type of investor. Recognizing the diverse investment needs of participants, we offer access to thousands of funds with no proprietary fund requirements. Participants enjoy the ease of a single, flexible solution for personalized retirement investing with the confidence that comes with unlimited, unbiased fund options and objective advice. Our open architecture platform means that your participants are free to work with the advisor of their choice to select the investment funds that are right for them and tailor an asset allocation that best meets their long-term retirement goals.

INVESTMENT STRATEGIST MODEL PORTFOLIO PRODUCT

Pentegra makes available managed account solutions using asset allocation models independently provided by either Iron Point Capital Management or Portfolio Strategies, Inc. Each firm offers a distinct approach to portfolio management, and allows advisors to choose a managed account solution based upon each participant's investment time horizon, risk tolerance, investment objectives and personal financial profile. These independently provided managed account solutions are designed for people who want professional asset allocation models for their investments while receiving personal service and support from a professional financial advisor.

 

By clicking on either of the links below, you are leaving the Pentegra website

Portfolio Strategies

www./announcements/InvestmentStrategistProduct.pdf

Iron Point Capital
http://www.ironpointcapital.com/strategy-information.html