Whether you are a seasoned financial professional handling a large client base or one who is just entering the retirement plan marketplace, you know that creating powerful connections can help you increase your assets under management and ensure long term success.
When you partner with PenSys, you and your clients will benefit from our extensive experience, innovative knowledge, leading edge technology, and dedication to personal service.
The intelligent use of technology can save you time and allow you to compete more effectively. Our proprietary work flow management systems ensure your clients receive accurate and timely reports and filings.
Technology links to strategic partners streamline administration operations, and our open-architecture platform provides 24/7 Internet access to plan information, comprehensive reporting tools, a broad spectrum of trading alliances, and many other essential features.
Take a tour of a participant website utilizing our open architecture platform.
PenSys provides all of the materials and support you need to communicate plan benefits and investment strategies to clients, including the following:
New regulations place financial advisors under increased scrutiny and force those in the retirement plan marketplace to evaluate their service offerings. Recognizing these trends, PenSys has formed relationships with national 401(k) providers to take some of the burden off of financial professionals who partner with us.
We have created technology links with a fiduciary platform providing 3(38) services for reasonable fees and a national advisor support group offering a plan level fund Scorecard System. These forward thinking, value added services make partnering with PenSys a must for advisors across the country.
Contact our design consultants to find out how PenSys can help you win your share of retirement plan assets.