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Pentegra's website.


Contact: Mark Hogan, Regional Director Cincinnati, OH


2 Enterprise Dr Ste 408
Shelton, CT 06484-4657
Tel. (800) 872-3473

LBA Endorsements

Retirement Planning

Pentegra Retirement Services

Key Benefits

  • Save Time—streamline plan operations and reduce your administration responsibilities to a team of professionals that handle them for you.
  • Less Risk—outsource responsibility for the fiduciary liability that comes with managing a retirement plan.
  • Less Work—reduce your workload from 50 tasks down to only a handful.

Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions to banks nationwide. Pentegra makes offering a retirement plan easier for banks, with retirement plan solutions that, save time, eliminate work, and minimize risk and burdens by outsourcing key retirement plan responsibilities.

As an institutional fiduciary, banks can transfer key retirement plan administrative responsibilities to Pentegra. These include completing and signing required filings and ensuring that plan responsibilities are handled correctly. For bankers, this simplifies the complex job of administering a retirement plan and minimizes risk. Think of it as an extra set of eyes on the plan.

  • Provides a level of comfort and relief
  • Key retirement plan responsibilities handled by Pentegra
  • Saves me time by transferring work to Pentegra
  • Reduces compliance burdens and removes liability
  • Eliminates complex responsibilities
  • Improves plan outcomes
  • Solution

Pentegra offers a comprehensive array of retirement plan solutions and the added advantage of 75+ years of working with banks nationwide. Together we’ll select the plan design, services and fiduciary support that brings your solution together seamlessly to drive successful outcomes. For more information, please contact Mark Hogan at or (513) 259-9222 or be part of our social media conversation.