Penserv Plan Services, Inc
PenServ Plan Services, Inc. is a full-service, third-party administrator (TPA) offering retirement plan recordkeeping and administrative services, compliance testing, auditing, and document services to large and small for-profit and nonprofit employers, as well as tax-exempt governmental, educational, and religious institutions. PenServ guides each client through the plan design, education, and enrollment processes and relieves them of the daily challenges of plan administration and legal compliance. For more than 30 years, PenServ has been the trusted TPA partner of choice for investment professionals and plan sponsors because we offer customized plans, provide ethical reporting of all activities and ensure data and asset protection through multilevel, industry-standard security protocols. Also, as an IRS-approved continuing-education provider, PenServ Consulting Services Division offers a wide variety of seminars, conferences, and customized in-house training solutions that address the ever-evolving legal and regulatory landscape of the retirement and benefits industry. PenServ is certified as a Women's Business Enterprise by the Women's Business Enterprise National Council (WBENC), the nation's largest third-party certifier of businesses owned and operated by women.
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Verified contacts
63
available on Kipplo
LinkedIn employees
68
51 to 200 range
Open roles
2
across 1 depts
Distinct roles
48
indexed titles
Tech stack
0
tools in use
Monthly traffic
618
organic / mo
Hiring · 2 open positions across 1 departments
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Decision-makers and verified team members
63 contacts with verified email or phone · masked until revealed.
- MB
Mark Buckley
Director of Business Development · Sales & Business Development
EmailPhone - SP
Stephanie Patterson
Director of Financial Services · Finance & Accounting
EmailPhone - BW
Brandy Winecoff
Admin Supervisor Vendor Support · Operations
EmailPhone - DG
Dana Gardner
Plan Manager · Operations
EmailPhone - MW
Michael Walley
Information Technology Operations Manager · Information Technology
EmailPhone - SF
Samantha Francis
Non-erisa 403(B) Plan Manager and Loan Administrator · Finance & Accounting
EmailPhone - TO
Trisha Oswald
Senior Relationship Manager · Finance & Accounting
EmailPhone - EK
Erin Kidd
Internal Wholesaler · Sales & Business Development
EmailPhone - JM
Jonathan Mahaffey
Plan Specialist · Finance & Accounting
EmailPhone
Showing 9 of 63 verified contacts
Top roles at Penserv Plan Services, Inc
48 distinct titles indexed · top 10 shown.
- 4administrative assistant
- 3cash management specialist
- 3plan manager
- 2contribution processor
- 1()
- 1account manager
- 1accountant
- 1admin supervisor vendor support
- 1administrative
- 1benefit administrator
- +38more titles
Sign up to unlock all 63 contacts at Penserv Plan Services, Inc
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Sign up to reveal 63 verified contacts at Penserv Plan Services, Inc
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