PenServ

Payroll & Benefits Administration

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A extensive retirement plan management platform designed for financial professionals and plan sponsors streamlines the administration, recordkeeping, and compliance of 403(b) and 457(b) plans through integrated tools and features. It offers key functionalities such as 24/7 plan information access, asset and fund management, participant account management, electronic statements, compliance monitoring, and extensive reporting, addressing complexities in plan administration, regulatory adherence, and participant engagement; this solution is ideal for advisors, plan sponsors, and employers seeking efficient, flexible, and secure retirement plan oversight.

PenServ can be found in Payroll & Benefits Administration categories.

The most similar products to PenServ are:

Ziggma Promoted → Absolute Capital → Pontera → Link Investment Management → Future Capital →

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Details

PenServ Main Features

• Plan Overview
  The dashboard shows plan balances, investments, contributions, and employee participation information.
• Plan Education
  Participants receive plan education to help them understand their options and benefits.
• Customer Support
  Support is available through multilingual representatives to assist users with their questions and needs.
• Enhanced Features
  Additional options include expanded recordkeeping, flexible product choices, and secure asset custody.
• Account Management
  Users can view and manage their retirement account details using an easy-to-use online dashboard.
• Forms and Documents
  Users can access and manage important forms, notices, and plan documents online.
• Compliance Assistance
  The service helps ensure the plan follows all federal and plan regulations.
• Investment Management
  The service offers help with selecting, monitoring, and managing investment options and assets.
• Recordkeeping Services
  PenSelect keeps accurate records of account activities and transactions daily.
• Reports and Statements
  View detailed reports and create custom reports about the plan, investments, and employee data.
• Transaction Processing
  Participants can conduct transactions like loans, distributions, and rebalancing easily online.
• Retirement Plan Support
  The SaaS supports both sponsors and participants with tools and resources for better plan management.
• Mobile and Desktop Access
  Users can access and manage their plans from both computers and mobile devices.
• Experience and Reliability
  PenServ has over 35 years of experience, working with thousands of employers and plans to ensure reliable service.
• Participant Account Access
  Participants can manage their accounts anytime and anywhere, including online enrollment and contributions.

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