This site provides advisors with account updates as they transition from Foresters Financial to the new PenselectSM recordkeeping platform provided by PenServ Plan Services, Inc. Save this page to your Favorites menu for frequently updated information.
PenServ Plan Services, Inc.
For more than 30 years, PenServ 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), 457(b), 501(c)(3), and church plans.
We have been guided by 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. PenServ is committed to supporting financial advisors that serve our schools, religious institutions, and foundations in all their retirement needs.
PenServ communication to participants regarding the enrollment process and creating a new account.
The Plan Sponsors (Employers) Questionnaire and FAQ Packet regarding the upcoming conversion date mailed out. To view the documents, see the Message Board below.
TPA reminder of January 22 change, confirmation of instructions.
The TPA Questionnaire for data exchange and funding mailed out. For more information, see the Message Board below.
Webinar for Advisors who missed the 12/18/2019 seminar.
Recipient: Districts without TPA
Recipient: TPAs that did not attend group or individual calls
To view the documents, see the Message Board below.
Sales staff will be available to assist advisors with questions.