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Press Release

John M. D’Agostino Joins Pentegra as Regional Director

Issued by Pentegra

Jan. 11, 2021

White Plains, NY  – Today Pentegra, a leading provider of retirement plan and fiduciary outsourcing solutions, announced that John M. D’Agostino has joined the organization as Regional Director.  D’Agostino will focus on expanding Pentegra’s qualified plan sales and fiduciary partnerships throughout the Midwest. He will report directly to John J. Schafer, Vice President - National Sales Director.

In making the announcement, Pentegra Executive Vice President Matt Mintzer stated, "John has earned incredible trusted relationships over the decades. He will help set the tone for us, as we move further into the larger specialist advisor market segments. It's great to be working with him again."

D’Agostino brings extensive business development acumen to Pentegra, along with a strong track record of professional success.  Most recently, he served as Sales Partner with Liquid Strategies, an ETF Asset Manager based in Chicago. D’Agostino previously held sales leadership roles at Northwestern Mutual, J.P. Morgan Chase, and Alliance Bernstein.

Added Schafer, “John’s impressive skills and deep industry expertise will be instrumental in driving growth as we continue to develop enterprise level partnerships and expand our large plan and institutional 3(16) solutions.”

Said D’Agostino, “I’m truly looking forward to being part of a leading organization with an outstanding legacy as one of America’s oldest independent fiduciaries and a history of helping organizations offer better retirement plans. I look forward to developing new market opportunities and enterprise partnerships where Pentegra can further leverage its retirement plan and fiduciary solutions, particularly its large scale 3(16) fiduciary solutions.”  

D’Agostino received his Bachelor of Arts in Economics from Syracuse University.  He is a Certified Investment Management Analyst (CIMA) and holds FINRA Series 7 and Series 63 licenses. 

Pentegra is a leading provider of retirement planning and fiduciary outsourcing solutions to organizations nationwide. With nearly 80 years of experience, Pentegra offers a broad array of qualified and non-qualified retirement plan solutions, fiduciary outsourcing 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

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