PenServ is a well-established brand and leader in the marketplace, specializing in third-party administrative (TPA) and recordkeeping services for retirement plans. Whether you are a profit or non-profit employer, an educational institution, or a government or church organization, PenServ offers comprehensive services to meet your needs. With over 30 years of proven experience, PenServ provides a range of services including compliance testing, auditing, and document services to ensure legal compliance with federal regulations.

They offer TPA and recordkeeping services for 403(b), 457(b), and 401(k) plans, catering to employers of all sizes nationwide. What sets PenServ apart is their commitment to service excellence. They assign dedicated account specialists who work with plan sponsors throughout the life of the plan, relieving them of day-to-day administrative functions and saving time and money.

PenServ's technology platform provides 24/7 account access for advisors, sponsors, and participants. Their user-friendly tools and customized features enable efficient management of retirement accounts, including financial planning tools, online training videos, and personalized reporting. Rest assured, PenServ prioritizes the security of your data and assets.

Their IT structure adheres to industry standard security protocols to ensure the integrity and protection of all plan information. For a trusted and reliable TPA partner with a proven track record, choose PenServ. Contact them today to learn more about their services and how they can benefit your organization