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DB Plans |
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Non-Qualified Plans |
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Single Person Plans |
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Daily Valuation |
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Proposal Support |
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E & O Insurance |
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Plan Sponsor Web |
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Advisor Web |
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Plan Design |
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Online Statements |
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Compliance |
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Tax Reporting |
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Plan Sponsor Newsletters |
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Address: 2233 Watt Avenue, Suite 330
City: Sacramento
Home State: California
Business States: California, Colorado, North Carolina, Oregon Zip Code: 95825
Website: www.pensysinc.com
Plan Investments:
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About Us:
PenSys is a full service TPA. We work on referrals from financial advisors who offer investment/ education services. We have alliances with many bundled service providers as well as our own open architecture daily valuation system. We have clients throughout the country ranging in size from one employee to over a thousand employees. We offer solutions for fee based and commission advisors. |
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DC Plans |
|
 |
 |
 |
Daily Valuation |
|
 |
 |
 |
Advisor Web |
|
 |
 |
 |
Tax Reporting |
|
 |
 |
|
 |
 |
DB Plans |
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|
 |
 |
Proposal Support |
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|
 |
 |
Plan Design |
|
|
 |
 |
Enrollment Kits/Fact Sheet |
|
|
 |
|
 |
 |
Non-Qualified Plans |
|
|
 |
 |
E & O Insurance |
|
|
 |
 |
Online Statements |
|
|
 |
 |
Plan Sponsor Newsletters |
|
|
 |
|
 |
 |
Single Person Plans |
|
|
 |
 |
Plan Sponsor Web |
|
|
 |
 |
Compliance |
|
|
 |
 |
Sales Support/Enrollment Consultants |
|
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|
|
 |
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