Fiduciary Outsourcing Leader Pentegra positions itself as a leading, independent fiduciary with an 80-year track record, offering 3(16) fiduciary outsourcing, plan consulting, and TPA services to retirement plan sponsors nationwide. This creates opportunities to target mid-to-large sponsors and multi-employer plans seeking flexible, lower-risk retirement programs and fiduciary oversight. The firm’s enterprise-level partner approach aligns well with distributors and advisor networks seeking scalable fiduciary solutions.

Risk Management Opportunity A recent ERISA breach verdict involving Pentegra’s multi-employer plan highlights the ongoing importance of strong fiduciary governance and risk controls for plan sponsors. This creates a compelling sales angle for enhanced governance reviews, risk assessments, and 3(38) or 3(21) fiduciary services to help clients reduce breach exposure. Position Pentegra as a collaborative partner for proactive oversight and regulatory compliance.

Enterprise Growth Pentegra’s hire of Mike Maxwell as head of strategic accounts signals a clear push toward enterprise and advisory relationships with distribution and recordkeeping organizations. This emphasis on strategic accounts suggests robust opportunities to pursue channel partnerships and co-sell with TPAs, recordkeepers, and advisory firms to extend market reach.

Thought Leadership Pentegra publishes adviser-focused research on 3(16) fiduciary outsourcing and hosts related events, reinforcing its thought leadership in fiduciary services. Leverage these assets to educate prospective sponsors considering outsourcing, nurture leads through webinars and content series, and accelerate the sales cycle with trusted industry insights.

Market Positioning With a national footprint and revenue in the mid-range among retirement providers, Pentegra presents a compelling mid-market, independent fiduciary partner. Position the company as a flexible, fiduciary-first alternative to larger incumbents and target mid-market sponsors needing tailored plan consulting, TPA services, and 3(16) outsourcing for multi-employer plans.