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Business Profile

Employee Benefit Consultants

PenServ Plan Services, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(803) 791-4923Write a Review

About

Overview

PenServ Plan Services, Inc.

102 Trade Zone Dr

West Columbia, SC 29170-3909

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PenServ Plan Services, Inc. has 2 locations, listed below.

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    BBB Accreditation & Rating

    PenServ Plan Services, Inc. is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    PenServ provides third-party administrative and recordkeeping services for retirement plans, including 401(k), 403(b), and 457 plans. The company assists clients with compliance testing, auditing, document services, and plan design. Services include transaction processing, valuations, accounting, and distribution processing for employers, educational institutions, and government entities.

    BBB Accredited Since: 7/20/2021

    Years in Business: 21

    Products and Services

    401(k) Retirement Plans, 403(b) Retirement Plans, 457 Retirement Plans, Account Access, Accounting Services, Asset Management, Asset Protection, Auditing Services, Beneficiary Management, Cash Management, Compliance Testing, Conferences, Consulting Services, Data Protection, Disclosure Administration, Distribution Processing, EPCRS Submissions, Financial Planning Tools, In-House Training, Investment Provider Management, Newsletters, Non-Qualified Plan Design, Notifications, Online Training Videos, Participant Messaging, Plan Conversions, Plan Documentation, Record Keeping, Technical Assistance, Technical Training, Terminated Participant Tracking, TPA Services, Training Seminars, Transaction Processing, Valuations

    Business Details

    Local BBB:
    BBB Serving Central South Carolina & Charleston
    BBB File Opened:
    11/14/2016
    Business Started:
    1/1/2005
    Business Started Locally:
    1/1/2005
    Business Incorporated:
    1/1/2005
    Type of Entity:
    Corporation
    Business Management:
    Ms. Susan D. Diehl, President/Owner
    Ms. Hazel Brazell, CFO
    Number of Employees:
    73

    Additional Contact Information

    Principal Contacts
    Ms. Hazel Brazell, CFO
    Customer Contacts
    Ms. Susan D. Diehl, President/Owner
    Ms. Hazel Brazell, CFO
    Fax numbers
    Primary Fax: (803) 791-5925
    Additional Phone Numbers
    Other Phone: (803) 822-1820
    Other Phone: (800) 849-4001
    Other Phone: (215) 444-9812
    Other Phone: (888) 473-7888

    Additional Information

    Business Categories
    Employee Benefit Consultants, Business Consultants, Financial Planning Consultants, Bookkeeping Services, Payroll Services, Financial Consultants, Consultant, Human Resources, Compliance Consulting

    Latest Reviews

    • Ling Z

      "Have been trying to call the customer service for two days, dialed all the number including the sales number, the PA location, the NY location office, not got through at all! Is this company going out of business?" ... Read full review

    • DM

      "Grossly unprofessional and sloooow!" ... Read full review

    • Tee H

      "Their fees are over the top. Every time I spoke to a customer rep, I was told something different." ... Read full review

    View all Reviews

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