Pentegra Retirement Services

Pentegra asset allocation education and retirement planning tools

Pentegra distribution planning participant education and retirement planning tools

Pentegra diversification education and retirement planning tools

Take advantage of our Financial Planning education modules to learn more about financial health and wellness.

Pentegra brings you the best of financial and retirement news. This blog is dedicated to Pentegra's current thinking, services, and latest financial news.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act represents the most significant retirement plan legislation in more than a decade. The legislation includes many provisions designed to improve retirement security by making saving for retirement easier and more accessible as well as easing burdens for plan sponsors.

Check out Pentegra's annual reports and financial statements.

Get all the latest and breaking news on Pentegra Retirement Services. Watch videos, top stories and articles.

Read Pentegra press releases and announcements

Pentegra Building Blocks for Retirement education and retirement planning tools

We offer the flexibility to get the job done where and when you work best with the opportunity to work fully remotely, on a hybrid basis or in-person.

At Pentegra, we have a core set of values that are the foundation of our culture. The Pentegra Way is about how we relate to each other, our clients, and our partners and defines the fundamentals that have driven us for 80 years.

We’re always looking for people with a passion for excellence to join our team.

Pentegra’s team is comprised of intelligent and creative people from a variety of backgrounds to bring diverse strengths and experiences to our organization.

Redina has an extensive background in the financial services industry, providing guidance and advice since 1997. She is a graduate of Texas Tech University where she obtained a Bachelors of Science in Financial Planning. She spent her first 11 years in the field as a retirement plan advisor specializing in employer sponsored plans serving those in the healthcare and higher education industries. She has also held positions in wealth management within the banking industry as well as with major ins

View The Pentegra 403(b) Advantage View our 80 Year Retrospective

Pentegra was founded by the FHLB System in 1943. Today with more than 75 years of retirement plan expertise, we are a leading provider of retirement plan and fiduciary outsourcing solutions.

Check out the list of contact details for all our locations.

What He Does at Pentegra: As our chief legal officer, Robert oversees Pentegra’s legal, compliance and governance areas, and leads a team devoted to regularly consulting with clients regarding ERISA issues, IRS, DOL and PBGC regulations and their impact on plan design and qualification, as well as plan compliance. With more than 35 years of experience in all facets of retirement benefits, Robert has been involved in every aspect of our business. His talents extend beyond that–he was also instrum

Pentegra is a leading provider of financial retirement planning, fiduciary outsourcing and financial planning services to clients nationwide.

Under the California Consumer Privacy Act (CCPA), California consumers may use this form to submit data subject requests. Please provide the information below and click “Submit”. If you do not provide sufficient information, Pentegra may not be able to fulfill your request.

Pooled Employer Plans (PEPs) are gaining traction as a retirement plan option for employers, offering simplified administration and shared economies of scale. The SECURE Act of 2019 introduced PEPs, which now attract businesses seeking to delegate responsibilities to specialized providers. Financial advisors and plan providers may find new opportunities in this growing market segment.

Oct 2026Pentegra Retirement ServicesNews article

Pentegra observes a shifting role for retirement plan advisors as sponsors demand broader expertise. Advisors now face increased expectations to deliver deeper insights and services beyond traditional financial guidance. This evolution creates expanded opportunities for firms specializing in retirement solutions to differentiate and grow their market presence.

Oct 2026Pentegra Retirement ServicesNews article

Pentegra argues that Pooled Employer Plans (PEPs) are reshaping—not diminishing—the role of retirement plan advisors. Advisors traditionally added value through investment guidance, compliance support, administration, and fiduciary oversight. PEPs introduce a new model where advisors focus on client-specific needs, such as personalized financial planning and risk management, rather than operational burdens like plan administration. The shift emphasizes redefined advisor value in an evolving retirement services landscape.

Sep 2026Pentegra Retirement ServicesNews article

Pentegra highlights how retirement plan advisors adopt **Pooled Employer Plans (PEPs)** as a response to growing fiduciary risks and regulatory complexity. PEPs consolidate multiple employers’ 401(k) plans into a single structure, improving operational efficiency and reducing administrative burdens. The shift reflects broader industry trends toward scalable retirement solutions amid evolving employer demands.

Sep 2026Pentegra Retirement ServicesNews article