“I have known Bill Moore and his staff at PENSERVCO for many years. Further, I have dealt with PENSERVCO professionally for retirement plan designs and administration. Their quality of services are superb. They also have made their resources available to the CPA community for utilizations if needed. In addition, Bill Moore and his staff have taken the initiative to lead and establish the annual Suncoast Scramble Golf Tournament since 2004 to help us raise funds for our chapter and for FICPA educational foundation for scholarships for the accounting students. Bill Moore and his staff are dedicated to our chapter and have continuously provided our chapter with CPE. PENSERVCO as an exhibitor at the FICPA conference has won numerous awards. I strongly recommend their services.”
"We have been in our FICPA Retirement Plan for over 4 years. PENSERVCO set the plan up and had our first deductions deposited quickly and efficiently. The Staff at PENSERVCO is always available and very knowledgeable, and a great resource for technical issues for our clients. PENSERVCO is very supportive of the FICPA Educational Foundation, they helped our chapter raise a lot of funds for the ED Foundation through the Suncoast Scramble Golf Event."
We have been a member of the FICPA Retirement Plan for over 10 years now. The Staff at PENSERVCO has always been accessible, helpful and makes sure our Plan remains in compliance with current ERISA regulations. We have found their base mutual fund options, which include, but is not limited to, Vanguard and Fidelity investments, to be excellent options for our employees and ourselves. In addition, their Plan has allowed our firm’s employees the flexibility to purchase real estate/property as investments in our 401(k) Plan. We are very pleased with the services provided by PENSERVCO and can recommend them to any organization seeking a quality Plan Administrator.