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