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December 19, 2023
IMPORTANT NOTICE CONCERNING THE ORANGE COUNTY BANCORP, INC. 401 PLAN AND YOUR ABILITY TO TRADE SHARES OF ORANGE COUNTY BANCORP, INC....
January 4, 2023
Eric Wietsma was named president and CEO of Pentegra Services, succeeding John E. Pinto, who will retire at the end of June.
March 8, 2022
/PRNewswire/ -- Today, Pentegra Services, Inc. (Pentegra) announced it has designated March 16th "3(16) Day" to celebrate its expertise as the preeminent 3(16)...
March 8, 2022
/PRNewswire/ -- Today, Pentegra Services, Inc. (Pentegra) announced it has designated March 16th "3(16) Day" to celebrate its expertise as the preeminent 3(16)...
May 14, 2021
Fiduciary Scorecard From Pentegra Can Help Measure Plan Success The firm says it gives sponsors a way to document the fiduciary oversight process and provides assurances to senior management and boards that the plan is being managed properly. Reported by Pentegra Services has introduced the Fiduciary Scorecard, a tool to help defined contribution (DC) plan sponsors measure plan success. It enables sponsors to document the fiduciary oversight process, to illustrate the value of their fiduciary o...
January 28, 2021
Fidelity launches pooled employer plan for small business Bloomberg Fidelity Investments has dipped its toes into the pooled employer plan market with an offering aimed at small businesses that dont currently have a retirement plan. The Fidelity Advantage 401(k) pooled employer plan, which launched Jan. 21, is available only to small companies with between five and 50 employees that are offering a retirement plan for the first time, said Andy Schreiner, senior vice president of defined contribu...