Integrations & Enterprise Enablement

Restoring Value to the Tech Stack

In the race to lower costs, expertise has been deprioritized. Advisors and plan sponsors need more than dashboards—they need integrated guidance and strategic enablement. PenTech brings tools, insights, and real expertise back to the center.

Built to Elevate Institutional Platforms

Seamlessly integrates with leading recordkeeping ecosystems

White-label ready for enterprise deployment

Enhances plan-level insights and decisions

Unlocks new distribution and servicing      efficiencies

Embedded technical and regulatory expertise across the plan lifecycle

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A New Revenue Stream for Modern Recordkeepers

PenTech enables you to offer differentiated services at scale—without reinventing your core systems.

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Let's Transform Retirement Together

Are you ready to grow beyond the dashboard? Partner with PenTech and drive the next era of institutional retirement solutions.

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