PenServ Plan Services, Inc. Information

PenServ Plan Services, Inc. is a full-service, third-party administrator (TPA) offering retirement plan recordkeeping and administrative services, compliance testing, auditing, and document services to large and small for-profit and nonprofit employers, as well as tax-exempt governmental, educational, and religious institutions. PenServ guides each client through the plan design, education, and enrollment processes and relieves them of the daily challenges of plan administration and legal compliance. For more than 30 years, PenServ has been the trusted TPA partner of choice for investment professionals and plan sponsors because we offer customized plans, provide ethical reporting of all activities and ensure data and asset protection through multilevel, industry-standard security protocols. Also, as an IRS-approved continuing-education provider, PenServ Consulting Services Division offers a wide variety of seminars, conferences, and customized in-house training solutions that address the ever-evolving legal and regulatory landscape of the retirement and benefits industry. PenServ is certified as a Women's Business Enterprise by the Women's Business Enterprise National Council (WBENC), the nation's largest third-party certifier of businesses owned and operated by women.