Press Release

Pentegra Earns CEFEX Certification as a Pooled Plan Service Provider

Issued by Pentegra

Oct. 16, 2024

White Plains, New York -- Today, Pentegra Services, Inc. (“Pentegra”), a leading provider of retirement plan and fiduciary outsourcing solutions, announced their certification as a Centre for Fiduciary Excellence (CEFEX) Certified Pooled Plan Service Provider. This certification is granted to firms that demonstrate adherence to the American Society of Pension Professionals & Actuaries (ASPPA) Standard of Practice for Pooled Plan Services (the “Standard”).

As a Pooled Plan Service Provider with expertise in pooled employer plans (PEPs) and other multiple employer plan (MEP) structures, Pentegra has demonstrated adherence to professional practices that define a standard of fiduciary excellence. The CEFEX Mark indicates the firm’s established practices are aligned with investors’ interests and worthy of trust and confidence. The Standard was developed by subject matter experts and CEFEX Analysts to evaluate the readiness of a firm’s compliance infrastructure to support compliance with substantially all operational requirements under ERISA and the Internal Revenue Code.

CEFEX is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers.

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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