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MWBE 403(b) Recordkeeping and Administration Firms


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We are helping a client search for a 403(b) Recordkeeping and Administration Services provider and they are interested in including companies that are MWBEs in their bidding process.  Is anyone aware of any MWBE companies that provide Recordkeeping and Administration Services for 403(b) Plans.

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I think Penserv is an MWBE.  I naturally cannot endorse them, but I can say my experience with them has been very good.   I also know they have the capability to handle somewhat larger plans, e.g., over 1,000 participants.   I am not affiliated with them in any way.  

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