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Pentegra Retirement Services
Wade Connor, Regional Director
wade.connor@pentegra.com
704-332-9740

Founded by the Federal Home Loan Bank System in 1943, today Pentegra is the retirement plan provider of choice for community banks nationwide, with more than 1,200 bank retirement plans and over $11 billion in plan assets under management. Pentegra offers more than 70 years of industry knowledge and insights in developing bank retirement plan solutions designed to attract, retain and reward the talent needed to ensure your bank’s success and drive more successful retirement plan outcomes for your employees.

  • Qualified retirement plan solutions and fiduciary outsourcing solutions, with expertise in all plan types including 401(k) plans, Defined Benefit Pension plans, KSOPs, ESOPs, Profit Sharing plans, Cash Balance plans and specialty plans
  • Non-qualified Executive Benefit and Director plans, including Executive Incentive Retirement Plans (EIRP), Supplemental Executive Retirement Plan (SERP)/Director Retirement Plans (DRP), Executive & Director Deferred Compensation Plans and Group Term Replacement Plans
  • Bank Owned Life Insurance (BOLI) financing to help you implement a more costeffective strategy to offset some or all of the expenses related to your retirement plan and other employee benefit programs

For more information, contact Pentegra at 800.872.3473 or visit www.pentegra.com.