Meredith Estes

Contribution Processing Supervisor at PenServ Plan Services - West Columbia, SC, US

Meredith Estes's Colleagues at PenServ Plan Services
Brandy Winecoff

Admin Supervisor / Vendor Support

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Grace Ruhnke

Plan Manager

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Georgia OHora

Contribution Processing Specialist

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Teresa Abney

Relationship Manager

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Stephanie Patterson

Retirement Distribution Manager

Contact Stephanie Patterson

Trisha Oswald

Manager

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David Linville

Internal Wholesaler

Contact David Linville

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Meredith Estes's Contact Details
Email (Verified)
***@penserv.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
803-791-4923
Location
Company
PenServ Plan Services
Meredith Estes's Company Details
PenServ Plan Services logo, PenServ Plan Services contact details

PenServ Plan Services

West Columbia, SC, US • 100 - 249 Employees
Financial Services

PenServ Plan Services, Inc. is an independent third party administrator offering recordkeeping and administrative services for qualified retirement plans. With over 25+ years of experience in providing high quality consulting and reporting, PenServ understands that accessibility and responsiveness are critical in selecting a firm to administer retirement plans. We strive to provide exceptional compliance and oversight to ensure plans meet IRS regulations and ERISA reporting and disclosure requirements. In addition, PenServ maintains a knowledge base of state regulations to ensure compliance for governmental 403(b), 457(b) and 401(a) Plans. PenServ Plan Services, Inc. Operations are based out of Columbia, SC with offices in Horsham, PA.

Recordkeeping Plan Administration Training Plan Documents Financial Services Financial Advisory Services
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Frequently Asked Questions about Meredith Estes
Meredith Estes currently works for PenServ Plan Services.
Meredith Estes's role at PenServ Plan Services is Contribution Processing Supervisor.
Meredith Estes's email address is ***@penserv.com. To view Meredith Estes's full email address, please signup to ConnectPlex.
Meredith Estes works in the Financial Services industry.
Meredith Estes's colleagues at PenServ Plan Services are Brandy Winecoff, Grace Ruhnke, Georgia OHora, Teresa Abney, Stephanie Patterson, Trisha Oswald, David Linville and others.
Meredith Estes's phone number is ["+18037193630"]
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