PenServPlus Academy Online and On-Demand Now Available.

Does your staff work remotely or travel frequently? Beginning in 2023, PenServPlus Academy offers live, web-based training for your remote or traveling employees.

Our most popular topics will also become available as on-demand courses that students can take at their convenience. For more information, call the PenServ Consulting Division at 215.444.9812, x5042

For more than 35 years, PenServ has provided recordkeeping, administrative and consulting services to employers, employees and financial institutions, working closely with financial advisors to ensure compliance for governmental 403(b), 457(b), 501(c)(3), and church plans.

We have been guided by three essential elements deeply rooted in our history and corporate culture: knowledge, integrity, and commitment to our clients. Our ongoing success is guided by the fostering of each element, at all times. PenServ is committed to supporting financial advisors who serve our schools, religious institutions, and foundations in all their retirement needs.

South Carolina Office:
102 Trade Zone Drive
P.O. Box 3109 (29171)
West Columbia, SC 29170

Pennsylvania Office:
420 Dresher Road, Suite 100
Horsham, PA 19044

PenServ Plan Services, Inc. is not engaged in rendering legal, accounting, investment, or other professional services. If legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.

PenServ Plan Services, Inc. is certified as a Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC), the nation’s largest third-party certifier of businesses owned and operated by women the U.S..
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP BOARD CE SPONSOR mark in the United States. Any marks owned by CFP Board are used with permission.
PenServ Plan Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
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PenServPlus Academy Online and On-Demand Now Available.

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