PenServ Plan Services, Inc. is an independent third party administrator offering recordkeeping and administrative services for qualified retirement plans. With more than 25 years of experience in providing high quality consulting and reporting, PenServ understands that accessibility and responsiveness are critical in selecting a firm to administer retirement plans. We strive to provide exceptional compliance and oversight to ensure plans meet IRS regulations and ERISA reporting and disclosure requirements. In addition, PenServ maintains a knowledge base of state regulations to ensure compliance for governmental 403(b), 457(b) and 401(a) Plans.

The PenServ team strives for lasting and positive relationship with our clients. We work closely with financial advisors to ensure the client’s retirement plan is best suited for their organization and their employees. Additionally, PenServ offers plan sponsors the flexibility to select from a list of hundreds of investments in order to create a customized retirement program tailored to meet the needs of the plan.

So, whether you are a CEO or HR specialist working to ensure your benefit dollars create the expected value for your retirement plan, or you are an advisor working with businesses on their plans, we have the retirement administration solutions for you.