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Pentegra Retirement Services is a leading provider of retirement plan and fiduciary outsourcing solutions to community banks nationwide, Founded by the Federal Home Loan Bank System more than 70 years ago, today Pentegra manages over 4,000 retirement plans and more than $10 billion in assets. Pentegra is focused on delivering value-added retirement programs designed to help community banks improve retirement plan effectiveness, attract and retain quality employees and build a competitive advantage.

Our breadth and depth of services includes support for qualified and non-qualified retirement programs designed exclusively for your industry. With deep knowledge of the complexities that surround bank retirement plans, the quality and experience of our team deliver exceptional value to clients. 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 our clients—delivering a level of retirement plan governance and oversight that is unmatched.

With an extensive array of plan design options, services and fiduciary support, our unique retirement plan solutions include qualified and non-qualified plans along with fiduciary outsourcing solutions designed to save time, save money and ease the burdens that come with managing a retirement plan. We’re focused on delivering a client experience that makes offering a retirement program easy, and one that helps your employees achieve greater retirement security.

Help your bank drive more successful retirement outcomes for your employees with Pentegra. Call us today at 800.872.3473, visit us at or be part of our social media conversation on—

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COMPANY ADMINISTERING THE PROGRAM:                         ABA CONTACT:          

    Pentegra Retirement Service
    701 Westchester Ave., Suite 320E
    White Plains, NY 10604

    Contact: John Schafer, Vice President
    Tel: (800) 872-3473

    Contact: Helen Sullivan
    Tel: (202) 663-5128
    Fax: (202) 663-5167


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