Retirement Independence by Design

Company Profile

In 1967, Data Plans Inc. was established in Jacksonville, Florida to provide full-service employer sponsored retirement plan administration and consulting for the North Florida and South Georgia areas. In 1979, Hamilton, Shurm, & Gray, Inc. was established in Orlando, Florida to service the Central Florida area. The two firms merged in 1996 to become Pencor, Inc., one of the largest independently owned Third Party Administrators in Florida. Pencor assists employers in the design, implementation, administration, and communication of a variety of retirement plans. We are committed to providing these services to our clients in a timely, accurate, and cost-effective manner, while mitigating the need to remember tax filing deadlines and compliance activities. Our services are fee based and not bundled with investment or insurance sales.

Our qualified benefit administrators are dedicated to helping employers maintain their retirement plans that promote corporate goals and objectives, control costs, and give employees a sense of security. We will work directly with your financial advisor, financial institution, and primary company contact to streamline the set-up and operation of your plan. Our Account Executive will meet with you to introduce and demonstrate our Pencor Client Portal. Pencor has a very knowledgeable support staff with over forty years of combined experience. We pride ourselves on upholding the highest standards of customer service. To speak with a member of our'support staff please visit the Contact Us page. 

Pencor's technical team endeavors to remain current on industry related innovations and is committed to providing our clients' the latest in intuitive, easy to use computer interfaces and industry-specific applications. These state-of-the-art plan administration systems permit Pencor's staff to process clients' work more efficiently and ensures the highest standards of quality.

These are all responsible organizations that share our core values. They have exceptional resources for plan participants and partnership arrangements with Pencor to help reduce the cost to employers of offering retirement plans.

Pencor's Mission

Pencor's mission is to bring meaningful retirement benefits to employees of small businesses.

To this end, we will:

1) encourage plan designs that increase employee savings

2) integrate with investment recordkeepers that have adequate resources for participants

3) partner with financial advisors who share these values

The Power of Partnership

Consistent with Pencor's mission, we have integrated our operations with the following trusted investment recordkeepers:​