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View More Press Releases by Pentegra Retirement Services

Press release:

Pentegra Adds Regional Director for Upper Midwest

Issued by: Pentegra Retirement Services

Date: Apr. 6, 2016

WHITE PLAINS, NY, April 5, 2016 -- Pentegra Retirement Services announced today that Matt Petersen has joined the organization as Regional Director for Pentegra's qualified retirement plan sales. Reporting to Pete Swisher, Pentegra's Senior Vice President of National Sales, Petersen will spearhead the company's business development efforts for the upper Midwest.

According to Swisher, "We are excited to have Matt on board. With extensive knowledge of qualified retirement plan solutions, strong relationships and a solid track record of success, he will be instrumental in working to expand the organization's scope, reach and relationships throughout the upper Midwest."

An accomplished retirement services professional, Petersen brings extensive experience to Pentegra, having worked in the retirement services industry for the past 10 years. Most recently, he served as a Regional Vice President with Transamerica Retirement Solutions.

"I am excited to be joining the growing sales team at Pentegra. Pentegra's Multiple Employer Plan (MEP) capabilities and comprehensive fiduciary outsourcing solutions for advisors and plan sponsors are a key differentiator in the marketplace today," Petersen said.

Petersen received his Bachelor of Arts in Economics and Communications from Lake Forest College and holds his Accredited Retirement Plan Consultant (ARPC) designation. Additionally, Petersen maintains FINRA Series 6, 63 and Life Insurance licenses.

About Pentegra Retirement Services

Pentegra Retirement Services is a leading provider of retirement plan and fiduciary outsourcing solutions to organizations nationwide. Founded by the Federal Home Loan Bank System in 1943, Pentegra offers a broad array of qualified and non-qualified retirement plan solutions, TPA services and benefits financing solutions using BOLI. In addition, Pentegra, through Pentegra Investors, Inc., also serves the needs of institutional investors, offering partial or complete investment outsourcing capabilities. For more information, go to


View More Press Releases by Pentegra Retirement Services

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