As a financial professional, you value the importance of having a balanced selection of institutional quality mutual funds for your 403(b) or 457(b) clients. Coordinating the right components for your clients can be complex and time consuming.
PenselectSM is a single integrated 403(b) and 457(b) plan solution that brings together all the service components necessary for your retirement plan and reduces the burdens of plan management, compliance with all federal regulations for you and your participants.
Support Participants with:
The Penselect Plan Dashboard is an efficient and easy to use tool for managing your retirement plan. It provides an overview of your Plan Balance by investment or by source, Payroll Contributions, Plan Activity, and Employee Participation.
The Penselect Plan Dashboard gives you the ability to access:
Plan Balance & Investments
View plan balances by investment or source and investments information with investment source quick links.
Forms & Documents
Manage forms including plan notices, general and administrative forms, and plan documents.
Reports & Statements
View plan reports, as well as, create custom reports by selection, division and dates.
Using the Penselect Plan Dashboard, Participants will find managing their account is easier than imagined.
A better management experience for participants leads to increased activity and participation.
For more than 30 years, PenServ Plan Services 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) and 457(b) accounts.
Request a Plan Estimate, or call the PenServ Sales Team for more information at 803.354.5061
Penselect Customer Support Team:
(803) 354-5084
PenServ Sales Team:
(803) 354-5061
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