CPA Pension Alliance
The CPA Pension Alliance offers retirement plans including Profit Sharing, Defined Benefit and 401(k) plans to FICPA member firms. Administrative fees to members are discounted 40% or more depending on asset size. CPA Pension Alliance is offered through PENSERVCO, a third party administration firm. For proposals, call (800) 704-7357, or visit the CPA Pension Alliance Web site.
Established Fees
Plan Setup Fees: Waived
Includes: Setup, Plan Document, Board Resolution, Design
Plan Take Over Fees: $500-$3,000
Transfer Existing Plan
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2008 Kick Off Fees:
One time $0 - $1,500 |
Annual Compliance Fees: $1,500 + $20/Participant
Includes: All Testing & 5500 |
25-100% Discount
Based on Participant Count And Plan Assets |
** All Final Fees will be Guaranteed for 3 Years
Over 40 FUND Families Available
PENSERVCO, Inc.
600 Bypass Dr. Suit 223A
Clearwater, FL 33764
727/445-9770
www.penservco.com
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About Us
