About Bill

---

A 1977 Graduate of The University of Florida, Bill has spent his entire career in the field of Employee Benefits.

Independent Agency Owner in 1977 selling Travelers Insurance Products including Group Medical and Retirement Plan Sales  to corporations with over 1,000 employees. President of Blue Cross of Florida made a concession to Bill to move and manage the west coast of Florida with 4 offices from Tampa to Naples. Product lines included; Group Medical, Dental and Group Life Insurance and Supervised local Medicare employees. Left BCBS in 1984 to help found Florida office of Mercer Consulting, Largest Actuarial consulting firm in world. Procured clients including; Southeast Toyota, Eastern Airlines, Eckerd Drugs, Publix Foods, Mease Hospital, Morton Plant Hospital and Fasco Industries.

1986, Left Mercer to start Administration firm, business was purchased by Dun and Bradstreet in 1988, built firm from 1,000 plans 22 employees to 20,000+ plans and 750 employees with 15 offices becoming the largest Independent TPA in the Nation.  Bought company back with venture capital partner, sold to First Data Corporation 24 months later. During that time, purchased and beta tested 5 major daily record-keeping systems, developed over 20 national 401k platforms for Insurance companies and Mutual Fund complexes including Legg Mason, Aetna, Kemper, Merrill Lynch, Northwestern Mutual, Paine Webber, US Trust, and  Raymond James.

Bill founded PENSERVCO in 2000. Bill is knowledgeable in DB, Profit Sharing, 401k, 403b, and Medical plan administration including Cafeteria Plan administration, 125 Plans, HSA’s, HRA’s, and FSA’s. Bill in also knowledgeable in setting up fully self Insured plans for large Corporations and Governmental entities.  

Slow drivers on the road and the golf course

Family, golf, exercise enthusiast, more golf, people who play golf

Cat herding

•  Charles Schwab 401k Board.
• SPARK, (Society of Administrators and Recordkeepers) Bob Wolfing, Steering Committee 8 Years, directed annual Golf  tournament 5 years at the Breakers in West Palm Beach.
• Member, ASPA, American Society of Pension Actuaries, American Marketing Association.
• Consultant to Winn Cody, Founder of Expert Plan, Plan Design and features of new Open Architecture recordkeeping system
• AIF, Accredited Investment Fiduciary, Issued Certificate #146, Passed test in 2004.
• PPC, Professional Plan Consultant,  Fiduciary Training Designation for Retirement Plans.
• Florida Institute of CPAs Scholarship Foundation, Board Member 10 years, Chairman of Board 2019 - 2021.
• Founded Suncoast Scramble Golf Tournament 2002 Chairman of event till 2022.
• Founder of Scholarship Night in Tampa Bay in 2019, consolidated 6 Chapters Scholarships into a large Fundraising special event.
• Golf Chairman of Charityworks Golf event from 2006 - 2022.  Raised over $1,000,000 for various entities including Pinellas county , and Hillsborough Schools Dental and medical kits for students, Human trafficking contributions.
• Founded and Chairman of "Day at the Races" event at Tampa Bay Downs Horse Track.
• Annual Fundraising event was started in 2019.
• Speaker at several National Retirement Plan Conventions, including SPARK, CFDD Insurance companies. Also speaks at many local CPA events in Florida.
• Bill has been an approved Provider for CPA Continuing Education.
• Bill is an approved Continuing Education Provider for Florida licensed Planners in Life, Health and Variable Annuities.