Paul Prete

Director Of Advisor Relationships at PenServ Plan Services - West Columbia, SC, US

Paul Prete's Contact Details
HQ
803-791-4923
Location
United States
Company
PenServ Plan Services
Paul Prete'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
Details about PenServ Plan Services
Frequently Asked Questions about Paul Prete
Paul Prete currently works for PenServ Plan Services, Inc..
Paul Prete's role at PenServ Plan Services, Inc. is Director Of Advisor Relationships.
Paul Prete's email address is ***@penserv.com. To view Paul Prete's full email address, please signup to ConnectPlex.
Paul Prete works in the Financial Services industry.
Paul Prete's colleagues at PenServ Plan Services are Ashley Haynes, Melissa Ransom, Kirk Stansell, Norbert Nickens, Meaghan Amann, Fatema Patwary, Rafael Gutierrez and others.
Paul Prete's phone number is 803-791-4923
See more information about Paul Prete