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Screenshots

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Details

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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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PenServ Alternatives

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Technologies Used

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