Pentegra Defined Benefit Plan for Financial Institutions

Pentegra Defined Benefit Plan for Financial Institutions is a multi-employer corporate pension based in White Plains, New York. Established in 1943, the plan offers retirement, pension, death, disability, and survival benefits to eligible employees. The plan serves corporations, financial institutions, and non-profit organizations nationwide, as well as the advisors who serve them. It is dedicated to serving banks and credit unions and helps them meet their retirement plan goals. The plan's management is responsible for monitoring and controlling the activity of the plan in accordance with the provisions of ERISA and the IRC. Bank of New York Mellon serves as the plan trustee. The assets of the plan are managed by the executive management team.