Marketing Information
Product Development
The PenServ Marketing Group is available to provide assistance with product development, implementation and
administration. Qualified plan, 403(b), 457 and IRA document packages, mutual fund platforms and web
applications can be customized to quickly meet the needs of broker-dealers, mutual fund companies,
insurance providers and investment advisors.
Individual Brokers
A PenServ Marketing Specialist can assist you with plan analysis, program design and presentation to
employers seeking a new solution to meet changes in employer demographics, new regulations or improvements
to existing benefit plans. Our marketing specialists are positioned throughout the country to assist with
presentations to clients and provide service to local clients.
To speak with a Customer Service Representative or request a proposal:
PenServ Plan Services, Inc.
Marketing Group
1-800-849-4001 or
1-803-822-1804