Vendor Details


INACTIVE VENDOR - Vendor can no longer accept any new enrollees.

PenSelect, Matrix Trust as Custodian, PenServ as Recordkeeper formally Foresters Financial  
(Inactive)




Type of Vendor: Registered Investment Company


Range of Services, Counseling and Educational Services

Range of Services



Counseling and Educational Services

Provided By:

Service Type:


Financial Strength and Stability

$1,400,000,000.00

Statement of Experience

36 years offering 403(b) products under public employer retirement plans in California.

40 years offering 403(b) products under public employer retirement plans in the U.S.

Federal and State Law Compliance

Ability to Comply: Yes

Compliance Procedures: