Insights

Market Niche PenServ specializes in providing comprehensive retirement plan administration services to a diverse client base, including both for-profit and nonprofit entities, which highlights opportunities for partnerships with organizations seeking tailored retirement solutions.

Compliance Expertise With over 30 years of experience and an emphasis on legal and regulatory compliance, PenServ is well-positioned to attract clients looking for reliable third-party administrators who can navigate complex retirement regulations safely.

Technology Integration Utilizing advanced security protocols and industry-standard tech tools, PenServ demonstrates a commitment to data security and modern service delivery, presenting opportunities for upselling innovative or integrated compliance and security solutions.

Growth Potential Serving clients across both large and small organizations, PenServ’s broad market reach suggests potential for expanding market share by targeting mid-sized entities seeking expert retirement plan administration.

Certifications & Education As a Women’s Business Enterprise and a provider of continuing education, PenServ’s credibility and educational offerings offer avenues for developing strategic alliances and co-marketing opportunities to attract new client segments.

Similar companies to PenServ Plan Services, Inc.

PenServ Plan Services, Inc. Tech Stack

PenServ Plan Services, Inc. uses 8 technology products and services including Open Graph, Cloudflare, Google Fonts API, and more. Explore PenServ Plan Services, Inc.'s tech stack below.

  • Open Graph
    Content Management System
  • Cloudflare
    Content Management System
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Lua
    Programming Languages
  • HSTS
    Security
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management

Media & News

PenServ Plan Services, Inc.'s Email Address Formats

PenServ Plan Services, Inc. uses at least 1 format(s):
PenServ Plan Services, Inc. Email FormatsExamplePercentage
First.Last@penserv.comJohn.Doe@penserv.com
57%
FirstLast@penserv.comJohnDoe@penserv.com
27%
FLast@penserv.comJDoe@penserv.com
9%
Last@penserv.comDoe@penserv.com
7%

Frequently Asked Questions

What is PenServ Plan Services, Inc.'s phone number?

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You can contact PenServ Plan Services, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is PenServ Plan Services, Inc.'s official website and social media links?

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PenServ Plan Services, Inc.'s official website is penserv.com and has social profiles on LinkedIn.

What is PenServ Plan Services, Inc.'s SIC code NAICS code?

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PenServ Plan Services, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does PenServ Plan Services, Inc. have currently?

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As of December 2025, PenServ Plan Services, Inc. has approximately 65 employees across 2 continents, including North AmericaEurope. Key team members include Cfo: H. B.Chief Information Officer: J. V.Chief Financial Officer: H. B.. Explore PenServ Plan Services, Inc.'s employee directory with LeadIQ.

What industry does PenServ Plan Services, Inc. belong to?

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PenServ Plan Services, Inc. operates in the Financial Services industry.

What technology does PenServ Plan Services, Inc. use?

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PenServ Plan Services, Inc.'s tech stack includes Open GraphCloudflareGoogle Fonts APIjQueryLuaHSTSCloudflare Bot ManagementGoogle Tag Manager.

What is PenServ Plan Services, Inc.'s email format?

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PenServ Plan Services, Inc.'s email format typically follows the pattern of First.Last@penserv.com. Find more PenServ Plan Services, Inc. email formats with LeadIQ.

When was PenServ Plan Services, Inc. founded?

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PenServ Plan Services, Inc. was founded in 1986.

PenServ Plan Services, Inc.

Financial ServicesSouth Carolina, United States51-200 Employees

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.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    PenServ Plan Services, Inc.'s revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    PenServ Plan Services, Inc.'s revenue is estimated to be in the range of $50M$100M

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