It’s about peace of mind

Here are a few of the many benefits you experience when you choose Pentegra's 3(16) Fiduciary Overlay Services

Advanced Technology

An online vault monitored by AI ensures safe storage of documents for ongoing, accurate monitoring.

Administrative Relief

Save time and reduce the responsibilities of ongoing maintenance and annual filings for your retirement plan.

Optimal Plan Oversight

Continual proactive monitoring by experts in 3(16) fiduciary administration who work seamlessly with your team.

Seamless Integration

Our services are layered on to your existing relationships with record keepers without disruption.

Download the brochure to find out more about 3(16) Fiduciary Overlay Service

Discover the benefits of simplicity

Answer a few questions to see how Pentegra 3(16) Fiduciary Service meets your needs.

Stay on top of ever-changing retirement plan rules

Our expertise ensures your plan complies with current legislation.

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