Pentegra Retirement Services

• Performance Summary
• Presentation for Educators
• Presentation for Participants

• Pentegra: The Texas Non-ERISA 403(b) Opportunity
• Enrollment Application
• Transfer/Exchange Form
• Assignment of Financial Advisor Form
• Verity Strategy Guide

• Pentegra: The Texas Non-ERISA 403(b) Opportunity
• Enrollment Application
• Transfer/Exchange Form
• Assignment of Financial Advisor Form
• Verity Client Advisory Agreement / Solicitor (may be required)
• TIPSC Enrollment Application
• Verity Strategy Guide

• Pentegra: The Texas Non-ERISA 403(b) Opportunity
• Plan Authorization (if needed to establish Pentegra)
• Enrollment Application
• Transfer/Exchange Form
• Assignment of Financial Advisor Form
• Verity Strategy Guide

• Salary Reduction Agreement
• Personal Information Change Form
• Beneficiary Change Form
• Distribution Request Form
• Hardship Withdrawal Form
• Required Minimum Distribution Form
• Death Distribution Form
• Privacy Policy
• Special Tax Notice

Q: What is ‘Risk Alignment’?

A: It is a ground breaking analytics approach designed to match an investor’s risk tolerance with an investment portfolio targeted to perform within a acceptable range of market volatility.

First, the Market Volatility Questionnaire identifies an investor’s willingness to accept market volatility within a six-month period.

Second, the Portfolio Analysis Tool provides a six-month volatility forecast based on each individual holding.

Email: pentegra@verityinvest.com | Password: Pentegra1

In combination, this Risk Alignment process allows you to illustrate a portfolio that is designed to fit your client’s unique and individual risk preferences and meet their performance expectations with a 95% mathematical confidence.

*Please note, this is a single user account provided as a demonstration tool for your benefit, and may be temporarily interrupted by another user session. To request an individual user license for the full Portfolio Analysis Tool, powered by Riskalyze, contact Verity Asset Management.

• Market Commentary Archive
  
• Verity Strategy Guide & Investor Questionnaire
  
• Topic Flyer: Investment Management Process
  
• Topic Flyer: Insights Into Investing
  
• Topic Flyer: Insights Into Investing ~ booklet version