For over 25 years, PenServ has delivered an extensive array of technical products and services to the retirement plan field that includes technical consulting, prototype retirement plans and training programs for investment professionals, employers and practitioners.

The PenServ Consulting Group handles clients’ questions via a telephone hotline service, publishes periodic newsletters, offers a selection of technical manuals written in manuscript format with thousands of authoritative citations, and assists plan sponsors with compliance reviews and complex correctional procedures. More than 1100 major banks, mutual fund companies, brokerage firms, broker-dealers, plan administrators and investment advisors rely on PenServ for answers to complex questions and compliance with IRS and DOL regulations. Additionally, PenServ provides extensive technical training programs attended each year by more than 2,500 retirement plan managers, service representatives, brokers and practitioners.

PenServ IRA Academy

The IRA Academy is a comprehensive, three and one-half day training session held each year in San Antonio, TX. The IRA Academy provides in-depth knowledge on all aspects of IRAs. This training session combines classroom instruction and multimedia presentations in order to provide students with an ideal learning environment.

PenServ Academy and Annual Conference

Our three and one-half day Academy and Annual Conference provides important updates on IRAs, small business plans, 401(k)s and 403(b)s along with other legislative and regulatory updates. Offering a cafeteria-style break-out approach to the classes offered, the Conference allows ample time to address a variety of subjects including:

• Rollovers & transfers
• Return of excess
• Required minimum distributions

The Academy and Conference is the perfect environment for education, networking, and more.

In-House training

Does your business need special instruction that cannot be addressed in either the IRA Academy or the Academy and Annual Conference? If this is the case, you might consider in-house training. PenServ can offer a wide selection of training programs or customize one to satisfy yours needs.

In-house training allows our consultants to come to your location and offers the convenience of tailoring a training program specifically to meet your employees’ needs. It also allows more employees the opportunity to attend the needed training instead of only a select few. Call for cost and scheduling information.

Training Programs/Topics include:

• Qualified Plans (from small business to large plans; money purchase, profit-sharing, 401(k)s);
• 403(b) plans (ERISA and nonERISA); 457(b) and (f) plans;
• Required Minimum Distributions; Traditional IRAs; Roth IRAs; Portability; Plan Compliance and testing; or call us and we will customize training for your Organization.
• Training classes also available for the new IRS designation - ERPA (Enrolled Retirement Plans Agent)
• CE credits for all training classes and continuing education credits available for most ASPPA certifications

Click Here for Sample Training Agendas

Institution And Advisors Newsletters

IRAPlus

IRAPlus is a monthly technical publication covering current developments with respect to traditional IRAs, Roth IRAs, Coverdell Education Savings Accounts, SEPs, SIMPLE Plans, Health Savings Accounts (HSAs), qualified plans, 403(b) plans and 457 plans. Written by experienced retirement plan professionals, IRAPlus will keep you up-to-date and in-the-know concerning all aspects of retirement plan technical rules. Each year PenServ publishes a Reporting Edition which covers all areas of retirement plans and the required tax reporting.

The PenServ TechLine™

The answers to all your retirement plan questions can be just a phone call away.

The PenServ TechLine is a telephone consulting service staffed only by experienced retirement plan professionals. The TechLine provides immediate answers to all your retirement plan questions. A 12-month subscription allows 10 callers (additional charge for more callers) of your choice the ability to access our consultants Monday-Friday during normal business hours. Messages can be left via voice mail and your call will be returned no later than the next business day.

Click here if you would like e-mail updates on training events