"Integrity is woven not only into our corporate culture, but serves as the compass in cultivating and maintaining our client relationships. Our clients' trust in us is one of, if not our greatest asset [...]"
William J. Fisher Director of Business Development
"All clients, regardless of their tax bracket or demographics, need and want user friendly retirement tools, as well as easy access to well trained professionals who can help navigate the multifaceted worlds of pre- and post-retirement."
At PenServ, our goals are based first on honesty and integrity. We believe by developing and delivering the highest quality service and products to the employees, employers, advisors and institutions we serve success is assured.
In keeping with this philosophy, our mission is based on these principles:
Employ a high-quality staff with the skills and talent to provide the quality and service expected and deserved by our clients
Provide our clients with the latest in technology
Implement procedures and systems designed to protect the privacy and confidentiality of personal information
Provide timely information to all clients
Function as a resource for clients by proactively distributing prompt and accurate information on legislative and industry changes
It is our belief that the people at PenServ make it the company that it is. Our employees are talented and dedicated to providing superior customer service. We pride ourselves on having a cooperative and team oriented work environment where all staff members work together for the benefits of our clients. And while our people share the common vision and goals of PenServ, we come from all walks of life and speak many languages, reflecting the diversity of the audiences that we support.
PenServ Plan Services, Inc. began in 1986 with two employees in two different locations, Pennsylvania and Texas. Since then, our footprint has grown to include a South Carolina office and collectively 60 employees between the three locations. From the beginning, the goal of PenServ was to provide technical assistance, prototype plans and technical training programs for investment professionals specializing in the qualified plan market.
Today, more than 1,100 major banks, mutual fund companies, plan administrators and investment advisors rely on PenServ for answers to complex questions and compliance with IRS and DOL regulations. In addition to technical products, PenServ provides extensive technical training each year for retirement plan managers, service representatives and brokers of large banks and mutual fund companies. PenServ also offers recordkeeping and administration services to participants, plan sponsors and investment advisors.