PenServ Plan Services, Inc. Employee Directory

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.

Find PenServ Plan Services, Inc. employees' phone numbers or email addresses

PenServ Plan Services, Inc. Global Highlights

Location
Employees

North America
88

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  • United States Of America
    88

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

PenServ Plan Services, Inc.'s Leadership

  • Stylized image of a person
    H. B.
    Cfo
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  • Stylized image of a person
    J. V.
    Chief Information Officer
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  • Stylized image of a person
    H. B.
    Chief Financial Officer
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  • Stylized image of a person
    Y. K.
    Chief Operating Officer
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  • Stylized image of a person
    S. D.
    President
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  • Stylized image of a person
    S. D.
    President
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  • Stylized image of a person
    M. O.
    Vice President
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  • Stylized image of a person
    M. B.
    Director Of Business Development
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Contact profiles from PenServ Plan Services, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. A.
    Relationship Manager
    Phone icon
    Jun 21, 2025
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    J. O.
    Accounting Manager
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    Oct 23, 2024
  • Stylized image of a person
    K. P.
    Manager
    Phone icon
    United StatesSouth Carolina
    Aug 04, 2024
  • Stylized image of a person
    K. S.
    Manager
    Phone icon
    United StatesGeorgia
    Aug 04, 2025
  • Stylized image of a person
    S. B.
    Non-Erisa 403 Plan Manager And Loan Administrator
    Phone icon
    UNITED STATES
    Oct 18, 2024
  • Stylized image of a person
    V. M.
    Valuation Manager
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    Oct 17, 2024
  • Stylized image of a person
    T. A.
    Relationship Manager
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    United StatesSouth Carolina
    Nov 11, 2025
  • Stylized image of a person
    B. S.
    Senior Techical Consultant
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    Oct 21, 2024
  • Stylized image of a person
    J. M.
    Senior Pension Consultant
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    Oct 22, 2024
  • Stylized image of a person
    L. J.
    Senior Pension Consultant
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    Oct 16, 2024

Frequently Asked Questions

What is PenServ Plan Services, Inc. known for?

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PenServ Plan Services, Inc. was founded in 1986 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore PenServ Plan Services, Inc.'s company overview page for more information.

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

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PenServ Plan Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PenServ Plan Services, Inc. email formats with LeadIQ.

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

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PenServ Plan Services, Inc. has approximately 65 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are PenServ Plan Services, Inc.'s key employees and leadership?

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As of December 2025, PenServ Plan Services, Inc.'s key employees include:

  • Cfo: H. B.
  • Chief Information Officer: J. V.
  • Chief Financial Officer: H. B.
  • Chief Operating Officer: Y. K.
  • President: S. D.

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