Retirement Program

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Need a quote? Contact information for each program is listed below. With any additional questions, please contact Drew Miller at (800) 342-3197; (850) 224-2727 Ext. 270; or msc@ficpa.org.

CPA Pension Alliance

 

The CPA Pension Alliance offers retirement plans including Profit Sharing, Defined Benefit and 401(k) plans to FICPA member firms. Administrative fees to members are discounted 40% or more depending on asset size. CPA Pension Alliance is offered through PENSERVCO, a third party administration firm.

For proposals, call (800) 704-7357, or visit the CPA Pension Alliance website.

Established Fees

Plan Setup Fees:

Waived

Includes:

Setup, Plan Document, Board Resolution, Design

Plan Take Over Fees:

$500-$3,000
Transfer Existing Plan

Kick Off Fees:

One time $0 - $1,500

Annual Compliance Fees:

$1,500 + $20/Participant

Includes:

All Testing & 5500

25-100% Discount
Based on Participant Count And Plan Assets

** All Final Fees will be Guaranteed for 3 Years

Over 40 FUND Families Available

 



PENSERVCO, Inc.

 

PENSERVCO, Inc., is a Florida based company with over 30 years of continuing Business practice in Retirement Plan Services.

PENSERVCO is also the Host Sponsor of the Suncoast Scramble golf event that Benefits the FICPA Educational Foundation. See Pictures and Videos of the event on our website.

PENSERVCO is a Third Party Administration Firm specializing in Design, Documentation and Consulting on all types of Retirement plans offered including;

  • 401(k)
  • Defined Benefit
  • Cash Balance 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

For an outline of the Services offered exclusively for FICPA Members, go to www.FICPA401k.com, or visit our website at PENSERVCO.com.

Image: Penservco

600 Bypass Dr. Suit 223A
Clearwater, FL 33764
727/445-9770
www.penservco.com