Press Release

Pentegra Welcomes M. Palmer Whitney as Vice President, Head of Client Relations

Issued by Pentegra

Oct. 22, 2024

White Plains, NY -- Today, Pentegra, a leading provider of retirement plan and fiduciary outsourcing solutions, announced the addition of M. Palmer Whitney as Vice President, Head of Client Relations, to its executive team.

A relationship-focused retirement industry professional, Whitney joins Pentegra with more than 25 years of experience and an impressive track record of professional success. In his new role, he will lead Pentegra’s client engagement efforts to enrich the client experience, build retention and drive results as Pentegra continues to expand its fiduciary footprint across the industry. With a strong reputation for innovative thinking, exceptional leadership and deep understanding of the industry landscape, he will play a pivotal role in driving the company’s strategic initiatives and fostering continued growth. Whitney will report to Paula Edmonds, Senior Vice President, Client Services.

Said Edmonds, “We are thrilled to welcome Palmer to our team. He joins us at a time when we are building fiduciary partnerships with the industry's leading distribution and recordkeeping organizations. It’s an exciting time for the organization and Palmer’s talents and experience will be instrumental in facilitating growing relationships with clients, advisors and enterprise partners. His strategic vision and ability to drive service excellence will be invaluable in guiding Pentegra towards continued success and expansion.”

Prior to joining Pentegra, Whitney served as Senior Vice President, Head of Client Engagement, Account Management and Participant Education for Transamerica’s retirement business, where he led a national team responsible for managing and expanding client and advisor relationships. A tenured industry professional, he previously held a number of client management roles at MassMutual and Principal.

Said Whitney, “I am excited to join the Pentegra organization and for the opportunity to contribute to Pentegra’s growth and success as we continue to deepen client relationships and expand partnership opportunities. I look forward to working with Paula and the team to build on Pentegra’s legacy of fiduciary excellence.”

Whitney holds a Bachelor of Arts from the University of Maine. He is a FINRA Registered Principal and holds Series 24, Series 7, Series 6, and Series 63 licenses.

About Pentegra

Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions to organizations nationwide. As one of America’s oldest independent fiduciaries, we deliver retirement plans that run with less risk, greater efficiencies, and improved outcomes. With an 80+ year legacy of fiduciary expertise and oversight unmatched in the industry today, we partner with firms at the advisor, sponsor, or enterprise level to bring maximum flexibility to every opportunity, offering a comprehensive array of retirement plan solutions, consulting, TPA services and fiduciary support. Learn more at pentegra.com.

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