RESEARCH

2015 PLANADVISER Recordkeeper Services Guide

Providers

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Pentegra Retirement Services

DC Assets ($MM) $5,173
% OF ASSETS BY CHANNEL
Direct
Third-party administrator
Traditional institutional consultant
Adviser/Broker
Other
ADVISER TYPES USED
Proprietary or affiliated broker/dealers
Nonaffiliated advisers
Designated firms
FEE STRUCTURES
Upfront commission (front-end load)
Finder's fee
Ongoing trail/commission
RIA fees/Hard-dollar fee
ERISA account/budget
SUPPORT SERVICES FOR ADVISERS
Access to ERISA counsel
Provider search resources/tools
DC plan benchmarking
DC plan lead generation
*BPAS, Pentegra and Sentinel are members of Alliance Benefit Group. Asset totals for each member organization are reported both separately and as part of the Alliance Benefit Group total.

ARCHIVE

Recordkeeping Survey

Thorough Analysis: Recordkeepers' consistent evolution has led them to offer a wide range of investments, technology and servicing options today.