Pentegra Retirement Services
701 Westchester Ave, Suite 320E,
White Plains, 10604, NY,
United States
White Plains, 10604, NY,
United States
1 800-872-3473
Banking and Financial Services
Pentegra Retirement Services Technographics
Pentegra Retirement Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pentegra Retirement Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 260 Pentegra Retirement Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Pentegra Retirement Services has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, FIS Relius for Benefits Administration, Pension Administration in 2017, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Pentegra Retirement Services is running and its propensity to invest more and deepen its relationship with Intuit , Acumatica , FIS Global or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Pentegra Retirement Services revenues, which have grown to $32.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Pentegra Retirement Services intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Pentegra Retirement Services Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP Financial Management | x | 2011 | 2011 |
In 2011, Pentegra Retirement Services implemented Intuit Quickbooks Enterprise as its primary ERP Financial application. The implementation established Intuit Quickbooks Enterprise as the system of record for core financial processes for the 260-employee retirement services firm based in the United States.
The deployment focused on standard ERP Financial functional areas, including general ledger configuration, accounts payable, accounts receivable, cash management, payroll processing capabilities, and financial reporting. Configuration work emphasized a unified chart of accounts, period close workflows, and transaction-level controls to align accounting practices with fiduciary reporting needs.
Operational coverage centered on finance, accounting, and payroll teams, with the application supporting transactional posting, month-end close cycles, and recurring financial reporting. Role-based access controls and account reconciliations were formalized within the Intuit Quickbooks Enterprise environment to support internal control and auditability.
Governance changes accompanying the implementation included documented approval workflows for invoices and disbursements, standardized month-end procedures, and targeted training for accounting personnel. Rollout was executed at the organizational accounting level, with procedural handoffs and documentation to institutionalize the new ERP Financial processes.
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ERP Financial | ERP Financial Management |
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2012 | 2013 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2017 | 2017 |
In 2017, Pentegra Retirement Services implemented FIS Relius to support Benefits Administration,Pension Administration functions and to centralize plan document drafting and compliance workflows. The deployment positioned FIS Relius as the primary system for preparing plan documents and responding to plan provision questions from internal staff, aligning the application with retirement plan types such as 401(k), profit sharing, and 403(b). FIS Relius was used as the authoritative application for document orchestration across retirement plan services.
Configuration work focused on document generation and template management, including drafting plan amendments, resolutions, summary plan descriptions and summary of material modifications, and producing required IRS and DOL annual plan notices. Relius configuration supported review and analysis workflows for prospective client plan documentation and takeover assessments, enabling structured drafting of conversion documentation and standardized plan provision interpretation. The implementation emphasized structured document workflows and template-driven production within the FIS Relius environment.
Operational coverage included close liaison between Internal Sales, Conversions and Operations teams, with the system servicing document specialists and plan administrators responsible for research and regulatory compliance determinations. The role profile referenced proficiency in Relius FIS Documents System, and the implementation environment interoperated with common productivity tools such as Microsoft Word and Excel, while SalesForce experience was noted as beneficial for cross team coordination. Governance of user responsibilities centered on document review, client request research, and coordination of conversions and operations.
Governance and process design formalized responsibilities for drafting and reviewing plan documents, establishing a repeatable workflow for document amendments and notices, and routing questions about plan provisions through defined internal escalation to Sales, Conversions and Operations. The system supported regulatory review processes to determine plan compliance with applicable government regulations, and it codified the document liaison role to ensure consistent handling of plan documentation and conversion requests within Pentegra Retirement Services.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Pentegra Retirement Services deployed Cisco Webex Meetings on its public website. Pentegra Retirement Services uses Cisco Webex Meetings in the Audio Video and Web Conferencing category to deliver browser-accessible meeting sessions for clients and external stakeholders via embedded meeting links and scheduled access.
The implementation exposes Cisco Webex Meetings controls including video and audio conferencing, screen sharing, and recording through the corporate site, enabling client-facing virtual meetings and webinar-style sessions. The deployment focuses on web-based session orchestration and user-facing scheduling flows tied to the website, aligning the Audio Video and Web Conferencing application with Pentegra Retirement Services customer engagement touchpoints.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application, Web and Enterprise Search | Content Management |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Retirement Recordkeeping | Professional Services |
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2011 | 2011 |
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Retirement Recordkeeping | Professional Services |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Pentegra Retirement Services
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Pentegra Retirement Services Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Pentegra Retirement Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Pentegra Retirement Services digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Pentegra Retirement Services Technographics
Pentegra Retirement Services is a Banking and Financial Services organization based in United States,
with around 260 employees and annual revenues of $32.0 million.
Pentegra Retirement Services operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, FIS Relius and Cisco Webex Meetings,
covering areas like ERP Financial, Benefits Administration, Pension Administration and Audio Video and Web Conferencing.
Pentegra Retirement Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, FIS Global and Cisco Systems.
Pentegra Retirement Services recently adopted applications including
Salesforce Sales Cloud in 2021, Okta Identity Cloud in 2021 and EPIC Retirement Plan Services in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Pentegra Retirement Services’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Pentegra Retirement Services’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Pentegra Retirement Services technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.