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Retirement Plan Relationship Manager

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Recordkeeping and TPA Relationship Manager

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3(16) Fiduciary Analyst

Anchor 3(16) Fiduciary Solutions LLC
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DC Plan Administrator

Heller Pension Associates, Inc.
(Remote / Hyde Park NY / Miami FL)

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Client Service Specialist

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(Remote / Norwich NY)

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Compliance Specialist III

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Retirement Plan Installation & Document Manager

Fringe Benefit Group
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Retirement Plan Distribution Specialist

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(Remote)

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Senior ERISA Compliance Analyst

Employee Fiduciary, LLC
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Pentegra
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Date Headline
Mar. 13, 2025 Pentegra Publishes Advisor Study on 3(16) Fiduciary Outsourcing as it Marks 4th Annual 3(16) Day
Oct. 22, 2024 Pentegra Welcomes M. Palmer Whitney as Vice President, Head of Client Relations
Oct. 16, 2024 Pentegra Earns CEFEX Certification as a Pooled Plan Service Provider
July 15, 2024 Dr. Yonesy F. Núñez and Gregory Wilson Join Pentegra’s Board of Directors
Apr. 5, 2023 Pentegra Welcomes Kevin Finnegan as Senior Vice President and General Counsel
Mar. 23, 2023 Pentegra Welcomes Carlo Guerrera as Director, National Accounts
Mar. 14, 2023 Pentegra Publishes Advisor Study on 3(16) Fiduciary Outsourcing in Conjunction with Second Annual 3(16) Day
Feb. 16, 2023 Pentegra Welcomes New Officers -- Paula Edmonds, Vice President, Trust Services and Jeremy Lawson, Vice President, Head of Infrastructure -- to Its Team
Feb. 1, 2023 Pentegra Named One of New York's Best and Brightest Companies to Work For
Jan. 17, 2023 Pentegra, a Leading Provider of Retirement Plan and Fiduciary Outsourcing Solutions, Celebrates Its 80th Anniversary
Jan. 4, 2023 Pentegra Names Eric Wietsma as President and CEO, Successor to John E. Pinto Who Will Retire in 2023
Dec. 1, 2022 Pentegra Announces 3(16) Advisor Survey – Share Your Thoughts Today!
July 28, 2022 Pentegra Combines with New Pinnacle Consulting Group to Make Strategic Expansion in the Retirement Plan Market
Mar. 14, 2022 Pentegra Designates March 16th 3(16) Day
Aug. 10, 2021 Pentegra and LeafHouse Financial Launch the American 401(k) Pooled Employer Plan
May 13, 2021 Pentegra Introduces Fiduciary Scorecard™ to Measure Plan Success