The Fiduciary Support and Account Management team at Pentegra Retirement Services is responsible for ensuring the integrity and compliance of retirement plans by managing fiduciary responsibilities and providing exceptional account management services. The team handles the intricate administrative and fiduciary duties associated with sponsoring retirement plans, thereby relieving clients of these burdens. They ensure legal accountability, follow complex regulatory requirements, and offer tailored support to achieve successful retirement outcomes for plan participants.
James H.
3(16) Account Manager
Jennifer Harrison
3(16) Account Manager
Leah B. Moehlman
Manager, Fiduciary Support Ser...
Maddie Gallagher
Fiduciary Support Analyst
Nick Rice
Director, 3(16) Overlay
Shirley Horner
3(16) Administration Manager
Stephanie Mailloux
Senior Fiduciary Support Analy...
Steven Thomas
3(16) Administration Manager
Thomas Velto
3(16) Account Manager
Vanessa Urrego
3(16) Account Manager I
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