PenSys Financial Advisors

PenSys delivers personal service, targeted solutions and advanced technology to help Financial Advisors gather assets under management through qualified retirement plans. Whether you are a seasoned advisor with many qualified retirement plan clients, or an advisor looking to enter the marketplace, you will benefit from our knowledge and our service-oriented architecture - creating powerful connections to help you beat the competition.

Partner with PenSys to access bundled recordkeeping and plan administration service as well as unbundled recordkeeping alliances with the most respected investment platforms available in the marketplace today. Our services are ideal for advisors who provide money management expertise to 401(k) and other types of qualified plans.

• Customized plan illustrations and proposals
• Joint meetings to assist in the sales process
• Response to RFP’s
• Targeted Marketing Materials
• Trading partners to allow access to virtually any mutual fund available

Contact your nearest PenSys office to find out how we can help you win your share of retirement plan assets.

Total 401(k) Solutions