Retirement Program

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Need a quote? Contact information for each program is listed below. With any additional questions, please contact Drew Miller at (800) 342-3197; (850) 224-2727 Ext. 270; or msc@ficpa.org.



PENSERVCO, Inc.

 

PENSERVCO, Inc., is a Florida based company with over 30 years of continuing Business practice in Retirement Plan Services.

PENSERVCO is a Third Party Administration Firm specializing in Design, Documentation and Consulting on all types of Retirement plans offered including;

  • 401(k)
  • Defined Benefit
  • Cash Balance Plans
  • 403(b)
  • Profit Sharing Plan

Our Plan Benchmarking Services have successfully assisted CPA’s and their clients to:

  • Lower Recordkeeping Fees
  • Lower Fund Expenses
  • Eliminate Conflicts of Interest
  • Comply with DOL Pending Regulations
  • Reduce Fiduciary Liability
  • Maintain proper due diligence and Annual meeting documentation

For an outline of the Services offered exclusively for FICPA Members, go to www.FICPA401k.com, or visit our website at PENSERVCO.com.

Image: Penservco

600 Bypass Dr. Suit 223A
Clearwater, FL 33764
727/445-9770
www.penservco.com