FICPA

PENSERVCO is a Third Party Administration Firm specializing in Design, Documentation and Consulting on all types of Retirement Plans.

Types of Plans:

• Simple IRA’s
• 401(k)
• Defined Benefit 
• Cash Balance Plans
• 401k/ Cash Balance Combination 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

Benefits of Our Program:

• $0 to low cost setup
• Multiple investment platforms
• Discounted administration fees
• Advanced plan design for tax advantages to owners
• Plans to fit employee, small business and large business
• In-house plan documents for quick setup for all plans