PenServ offers a wide range of retirement plan documents and technical support services designed for use by financial organizations that offer retirement plan products to individuals and businesses. For individuals, PenServ’s plan packages include traditional IRAs, Roth IRAs, Health Savings Accounts, and Coverdell Education Savings Accounts. For employers, our plan packages include Simplified Employee Pension Plans (SEP), SIMPLE IRA Plans, Qualified Plans, including §401(k) arrangements (with or without Roth elective deferrals), §403(b) and §457 Plans, and nonqualified deferred compensation plans. As an IRS-approved mass submitter of prototype documents, PenServ offers a variety of IRS-approved standardized and nonstandardized plans along with supporting administrative forms. PenServ prototypes are designed to accommodate all employers, from sole proprietors and partnerships to large corporations.
DocPro® is a sophisticated Prototype Plan Document Preparation System developed by PenServ.
DocPro® can be used in a standalone version or can be networked. It contains an automatic help system, to assist you in completing the forms. The system has a compliance validation check which prevents the user from improperly completing the various items in the Adoption Agreement. The user can print selected documents or a complete package after input of all basic data.
The DocPro® system requirements are: Windows 97 or higher or a Microsoft NT environment. DocPro® will assist your firm in accurately preparing a complete array of prototype plan documents for your clients.
DocPro® will prepare professional plan documents such As:
- Prototype plan adoption agreements,
- Trust agreements,
- Summary plan descriptions,
- Distribution package, and
- Administrative forms.
For a fixed affordable annual fee, DocPro® is a complete system, which includes:
- System support,
- Technical support through PenServ's Consulting Division,
- Periodic system upgrades and all IRS required modifications.
PenServ has designed a variety of IRA Plan Document Packages whether your organization is a trustee or custodian.
The Plan Document Packages include:
- Traditional IRA Plan Packages (includes Traditional IRA agreement, disclosure statement and adoption agreement as well as applicable forms
- Roth IRA Plan Packages (includes Roth IRA agreement, disclosure statement and adoption agreement as well as applicable forms)
- Coverdell ESA Plan Packages (includes applicable forms)
- SIMPLE IRA Plan Packages (includes SIMPLE IRA agreement, disclosure statement and adoption agreement as well as applicable forms)
- Health Savings Account Packages (includes HSA Agreement, disclosure statements and adoption agreement as well as applicable forms)
These plan packages are available in a variety of formats:
- Paper versions (so you can use your own printing capabilities)
- Electronic versions (email or CD-ROM)
- Bulk printing by PenServ with customization available
Institution And Advisors Newsletters
IRA Plus
IRA Plus is a monthly technical publication covering current developments with respect to traditional IRAs, Roth IRAs, Coverdell Education Savings Accounts, SEPs, SIMPLE Plans, and Health Savings Accounts (HSAs). Written by experienced retirement plan professionals, IRA Plus will keep you up-to-date and in-the-know concerning all aspects of retirement plan technical rules.
Benefits Plus
Benefits Plus is a monthly technical publication covering current developments with respect to qualified plans, 403(b) plans, 457 plans, nonqualified plans and other employee benefit plan issues. Written by experienced retirement plan specialists, Benefits Plus will keep you in-the-know on all aspects of employee benefit plans.
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 to be able to access our consultants Monday-Friday during business hours. Messages can be left via voice mail and your call will be returned on the next business day.
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.
PenServ Academy and Annual Conference
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.
In-house training allows our consultants to come to your location and gives you 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.
