Learn the best practices in accumulation and decumulation strategies for creating a retirement savings strategy and secure income stream.More...
Pentegra Retirement Services is NAFCU Services' Preferred Partner for qualified retirement plans for credit unions and their employees. With more than 70 years of experience in managing retirement programs, Pentegra offers deep industry knowledge and insights in developing credit union–focused retirement plan solutions designed to attract, retain and reward the talent to ensure your success.
An independent organization, today Pentegra manages over 4,000 retirement plans and more than $9 billion in retirement plan assets for community-based financial institutions and organizations nationwide. We’re focused on bringing value-added retirement plan capabilities to credit unions that are usually available only to large corporate and public retirement plans.
Pentegra’s retirement programs are designed to help credit unions improve retirement plan effectiveness, attract and retain quality employees and build a competitive advantage with unique retirement plan solutions designed exclusively for your industry. Pentegra offers the added advantage of more than 70+ years of community-based financial institution retirement plan “best practices” and a user-board of directors comprised of clients—delivering a level of retirement plan governance and oversight that is unmatched.
Pentegra offers a comprehensive array of qualified retirement plan and fiduciary outsourcing solutions, with expertise in all plan types including: Multiple Employer Plans and Group Trusts, 401(k) plans, Defined Benefit Pension plans, Cash Balance plans, 412(e)(3) Fully Insured Defined Benefit plans, Split Funded Defined Benefit plans, Profit Sharing plans, Age-Weighted plans, New Comparability plans, 403(b) plans, 401(a) plans, Section 79 plans, Non-qualified Executive Benefit and Director plans, 701.19 plans and a full array of Third Party Administrative services. Pentegra also offers the ability for credit unions to ‘private label’ retirement plans for their members.
With every retirement solution, we bring the same focus—relieving credit unions of the fiduciary and administrative burdens that come with sponsoring a retirement plan. Pentegra’s multiple employer plans, the Pentegra Defined Benefit Plan for Financial Institutions, and its companion program, the Pentegra Defined Contribution Plan for Financial Institutions, with approximately $4.3 billion in assets, are among the largest retirement plans in the nation. These plans are unique in the industry, offering credit unions the ability to outsource primary fiduciary responsibility for the management of their retirement programs.
With more than 70 years of industry knowledge and insights gained working with credit unions nationwide, Pentegra’s retirement plan solutions are designed to help you deliver successful retirement plan outcomes for your organization and your employees.
maturity of your credit union, the demographics of your workforce, the level of
competition you face and your credit union’s cost and benefit objectives all
influence the decision as to which retirement plans make the most sense for an
organization. This webinar will
review innovative plan design techniques as another tool to help achieve the
goal of being an employer of choice and a member’s primary financial
A new Pentegra Retirement Services survey, conducted online by Harris Interactive on its behalf in September 2012, revealed that nearly one-third (32%) of U.S. adults who would like to retire do not know if they will be able to retire or do not believe they will ever be able to retire. In addition only 19% -- nearly one in five adults -- said that they will be able to retire at age 65.
National retirement policy is becoming a topic of conversation not just in Washington but in boardrooms all over the U.S. and is shaping how credit unions structure and govern their retirement programs. View this recorded webinar to learn how to cut costs and improve retirement program results for your credit union!
The new Department of Labor fee
disclosure rules for retirement plans go into effect July 2012. Did you know you have legal obligation to review your current plan fees? Watch this recorded webinar to learn how and where to start, the different types of service
arrangements for retirement plans and the explanations of plan fees and
We’re big into energy conservation in my household, and it wasn’t until we began looking more seriously into why we were using so much electricity that we discovered the dark side of all those ‘instant on’ appliances and electronics. Plugged in all the time, they act like little energy vampires, sucking what is individually a small amount of electricity out of the grid for our convenience. Read more of this NAFCU Services Blog post.
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Michael NatyshakNational Director Credit Unions & Trust Serviceshttp://www.pentegra.com