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Discover

The All-In-One

Plan Solution

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Discover

The All-In-One

Plan Solution

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.

  • Choice of funds account options
  • Plan information access 24/7
  • Wide selection of plan features

The all-in-one solution for 403(b) and 457(b) plans.

Streamline Services and Management

PenSelectSM is an integrated 403(b) and 457(b) plan solution that combines all the service components you need for your retirement plan and reduces the burdens of plan management and compliance with all federal regulations for you and your participants.

Penselect is a Single integrated solution where all three services come together in one product. Recordkeeper, Financial Advisor and Custody and Investments.

Recordkeeping

Service Features

Support participants with:

Asset Management

Enhanced Features for Your Clients

Recordkeeping

Recordkeeping with Expanded Options for Information

Flexible plan for future options and chances

Future-Ready with
Flexible Product options

All funds and distributions handled by Matrix Trust

Custody and Investments by Matrix Trust

No worries with investment fiduciary responsibilities. A financial investment professional monitors and makes investment selections.

Funds List Selected By Investment Professional

Accounts are accessible from desktop or mobile devices with ease any time.

Access and Manage from Desktop or Mobile devices

The PenServ Customer Relationship Team provides support to the Sponsor and Participants.

Plan Support for Sponsors and Participants by PenServ

Want to know more?
Call PenServ at 803.354.5084

Retirement Plans Easily Managed

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.

Access your account from your desktop or laptop or mobile device.

The PenSelect plan dashboard gives you access to:

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.

  • Investment information and returns
  • Employee census
  • Plan reports and custom reports
  • Plan forms and documents
  • Payroll / non-payroll uploads
  • Transaction history

Better Experience.
Increased Participation.

Using the PenSelect plan dashboard, participants will find that managing their account is easier than imagined.

A better management experience for participants leads to increased activity and participation.

Participants Manage Their Account When and Wherever It's Convenient

Services You Can Trust

  • 30+ years proven experience
  • Assists 6,000+ employers
  • 125,000+ payrolls processed annually
  • Manage plans with up to 18,000 participants

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.