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Susan D. Diehl, QPA, CPC, ERPA
'We offer our clients knowledge and expertise; together we achieve WISDOM!'
To our present and future clients:
PenServ is a full service retirement and benefits company, offering superior consulting and compliance products and services to the retirement and benefits industry in the ever evolving legal and regulatory landscape. We continue to serve a wide spectrum of clients with vastly diverse needs. Our clients include large and small for profit companies, tax exempt, and governmental entities, as well as charitable, religious and other not for profit organizations.
In our unwavering quest to remain as one of the finest leading retirement and benefits companies in the country, we have been guided by the 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, as regards each and all clients:
- Knowledge: The superior quality of our service is grounded in the ongoing investment in our highly trained staff and keeping abreast of all legal and regulatory changes. Consistent monitoring of the changing and developing laws and regulations, studying their impact on our clients' plans, as well as regular training of our staff on such changes will always be critical elements to excellent client care at PenServ.
- Integrity: PenServ observes and adheres to the highest moral, ethical, and legal business principles. 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. As a part of honoring that trust, we continue: to deliver uncompromised products and services.
- Commitment to our clients: We strive daily to meet and exceed our clients' expectations. Integral to that goal are: achieving value for our clients through rigorous operational efficiencies, providing superior service, through a highly trained staff, and offering state of the art information technology systems.
We are honored and proud to serve as a part of your team!
PenServ Plan Services, Inc.
Holds an ERPA designation with the IRS
Contributing member of the 403(b) Advisor Magazine editorial team
Has testified before the IRS and DOL as an expert in retirement plans
Awarded the Athena Award for promoting women in business
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