FICPA

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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

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PENSERVCO, Inc

600 Bypass Drive, Clearwater, FL 33764, US

727-445-9770

Hours

Monday - Thursday: 9am - 5pm

Friday: 9am - 12pm

Saturday: Closed

Sunday: Closed