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Pentegra 401k Advantage

Pentegrau2019s 401(k) programs are designed to drive successful retirement outcomes with the comprehensive support advisors need to grow their practice. With Pentegra, you can offer your clients a plan that fits their unique needs. You choose the level of support and services that best complement every opportunity. Learn more about Pentegrau2019s 401(k) Advantage

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Pentegra 401k Advantage

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  1. Pentegra’s 401(k) is a flexible 401(k) program designed to drive successful retirement outcomes with the comprehensive support you need to grow your practice. Flexible Plan Design and Comprehensive Services With Pentegra, you can offer your clients a plan that fits their unique needs. You choose the level of support and services that best complement every opportunity. your practice. • Plan Design & Document Support • Plan Administrative Services • Plan Compliance Services • Government Filings & Reporting • Plan Consulting Services • • • • Recordkeeping Services Benefit Payment & Processing Services Trust & Custodial Services Technical Guidance, Thought Leadership and Support Advisor-Centric Service Model At every level of our organization, we listen to your needs. • • • A structured and formalized advisor service model Dedicated Relationship Management Team Direct access to Pentegra Centers of Excellence—highly skilled professionals—ERISA attorneys, enrolled actuaries and certified consultants Outreach communications throughout the year so you know what’s happening with our shared clients An annual joint client planning process that ensures our goals are aligned and roles are clear Defined service standards and a consistent experience regardless of who you work with Customer Service Center for participant inquiries Pentegra OnLine 24/7 Advisor/Sponsor/Participant online account access Pentegra by Phone 24/7 Toll Free Voice Response System • • • • • •

  2. A Flexible, Independent Approach to Plan Investments As an independent provider, we objectively support your client’s investment strategy. We can serve as the sole investment provider or work with existing financial partners. • • • • • • • • Indexed collective investment funds Mutual funds Open Architecture Platform Select 100 List Target Date Funds Asset Allocation Funds Self-Directed Brokerage Option Separately Managed Accounts and other more tailored investment solutions Fiduciary Services Our fiduciary solutions help you and your clients navigate retirement plan compliance with confidence, ease and accuracy. As an institutional fiduciary, Pentegra delivers access to comprehensive fiduciary services and support designed to ease burdens for you and your clients. • • • Full Scope ERISA 402(a) Named Fiduciary 3(16) Plan Administrator Trustee - Directed or Discretionary The SmartPath™ to Retirement Readiness Our education tools are designed to complement your practice and allow you to offer your clients in-plan support and out-of-plan personal financial guidance. • • • • • • • Plan Health Report to monitor plan progress and identify areas for improvement SmartPlan enrollment & education platform SmartPath™ thought leadership series to support retirement readiness Financial Resource Center Guidance and Advice Plus Pentegra App for SmartPhones Building Blocks for Retirement education and engagement tools Deliver a superior solution for your clients. Contact the Pentegra Solutions Center at solutions@pentegra.com, or 855-549-6689. CA-1-2018 Pentegra Retirement Services 2 Enterprise Drive, Suite 408 Shelton, CT 06484 800.872.3473 www.pentegra.com

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