West Columbia, 29170, SC,
United States
PenServ Plan Services Technographics
PenServ Plan Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by PenServ Plan Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 PenServ Plan Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that PenServ Plan Services has purchased the following applications: FIS Relius for Benefits Administration, Pension Administration in 2018, Cisco Webex Meetings for Audio Video and Web Conferencing in 2017, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems PenServ Plan Services is running and its propensity to invest more and deepen its relationship with FIS Global , Cisco Systems , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing PenServ Plan Services revenues, which have grown to $10.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for PenServ Plan Services intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
PenServ Plan Services Tech Stack and Enterprise Applications
PenServ Plan Services HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2018 | 2018 |
In 2018 PenServ Plan Services implemented FIS Relius to centralize retirement plan administration. The deployment targeted Benefits Administration,Pension Administration workflows and focused on converting client retirement plan data into FIS Relius for ongoing plan servicing and onboarding.
Implementation activity centered on conversion and data governance, with structured data mapping, validation routines, and participant record provisioning to support 401(k), 403(b), 457(b), 457(f) and other non qualified plans. The team configured contribution and vesting configuration workflows consistent with pension administration requirements, and used FIS Relius for plan setup, census ingestion, and operational recordkeeping while relying on Microsoft Office Suite to monitor conversion progress and produce customized reporting.
Operational coverage spanned the conversion, compliance, and client relations functions, with the conversion group serving as the primary contact for internal escalations and complex conversion scenarios. The program supported both governmental and private sector clients and coordinated cross functional communication to align plan data, compliance checks, and client deliverables during onboarding to FIS Relius.
Governance included a formalized conversion specialist role that provided onboarding training, performance feedback, and day to day guidance to maintain data quality and regulatory alignment. Staff contributed to multiple internal system upgrades and department wide initiatives, streamlining workflows and enhancing operational efficiency while maintaining internal quality standards during the FIS Relius rollout.
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PenServ Plan Services Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, PenServ Plan Services implemented Cisco Webex Meetings on their website. Cisco Webex Meetings serves as the company’s Audio Video and Web Conferencing solution to enable browser and client based virtual meetings. The deployment is web based and provides public meeting entry points on the corporate site to simplify external attendee access while delivering hosted audio, video, screen sharing and meeting recording capabilities. The implementation supports internal collaboration and external client interactions across PenServ Plan Services operations in the United States.
Configuration and modules align with common Audio Video and Web Conferencing functional patterns, including scheduled meeting orchestration, participant controls, screen sharing, and recording management, with centralized administration for account provisioning and meeting policy enforcement. Operational coverage spans all internal teams and external client engagement workflows, with meeting links surfaced via the website for straightforward access. Governance appears oriented to small enterprise controls, consolidating account administration, access control and meeting configuration to maintain consistency and security.
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PenServ Plan Services IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2017 | 2017 |
In 2017, PenServ Plan Services implemented Microsoft Azure Cloud Services to host its corporate website and customer-facing applications. Microsoft Azure Cloud Services was adopted as the Application Hosting and Computing Services platform to provide cloud compute, object storage, and network provisioning for web workloads.
The deployment reflects a lightweight cloud architecture sized for a 60 employee financial services firm, using virtual compute instances, block and object storage, and cloud networking to centralize website hosting and application runtime. Operational ownership is within PenServ IT which manages subscriptions, access control, resource provisioning, and environment segregation, while standard cloud functions such as backup, monitoring, and role based governance are applied across production and staging environments supporting the website.
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Application Hosting and Computing Services | IaaS |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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IT Decision Makers and Key Stakeholders at PenServ Plan Services
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Apps Being Evaluated by PenServ Plan Services Executives
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