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The PenServ Experience
5
Your New
401(k) Retirement Plan
Welcome
Welcome
to the Penserv Experince
Experienced Administration.
PenServ Plan Services
The Third Party Administrator (TPA) is responsible for managing the daily plan operation.
- Participants Support Services
- Transaction Processing
- Online Account Access
- Plan Documents & Records
- Regulatory & Compliance
PenServ Plan Services is the main point of contact for participant questions and plan-related inquiries.
Plan Onboarding
All plans go through a structred onboarding process to transfer the relavant plan data.
Please verify your plan information
is up to date
Participants will have limited access to their retirement assets during this period.
What to Expect?
Blackout Period
"Blackout" Period
A "Blackout" period is a duration of time when participants are not able to perform certain plan functions due to a major changes.
This period allows PenServ to:
- Reveiw & Update Plan Documents
- Verify Participant Information
- Transfer plan assets
This plan will enter a
30-day Blackout period.
Limited Access
Participants will not be able to:
- Select new investments
- Change plan contributions
- Make account transfers
- Take loans or other distributions
Participants will be able to:
- continue plan contrutions
- make loan payments
Participants will regain full access to their accounts once the Blackout Period has ended.
Next Steps
An official Blackout notice will be sent
contatining important information regarding
this period.
This plan's Financial Advisor will contact all participants to perform the plan's Education & Enrollment services:
- Plan infomation and features
- Enrollment support
- Financial expertise
You will receive an email once the Blackout
period has begun.
Timeline
The plan onboarding process has begun.
Stage 1: Blackout Period (No account trading)
- December 1st - 31st
Stage 2: Education Sessions
- TBD by Financial Advisor
Stage 3: Enrollment
- January 1st
You will recieve email reminders at each of these stages.
Timeline
Participant Support Line
Contact Us
For general plan questions, or administrative and enrollment support:
PenServ Plan Service
1 (800) 849.4001
Service@PenServ.com