CARPENTER MORSE GROUP

Our staff is comprised of our Ownership team, Senior Plan Compliance Consultants, Junior Plan Compliance Consultants, Enrolled Actuaries, Administrative Support Staff and a dedicated Distribution/Loan Department. Our staff is one of the most credentialed TPA firms in the nation including the CPC, QPA, QKC and QKA ASPPA designations. Together we have over 100 years of combined knowledge and experience bringing to you the most up to date plan designs and expertise... We are best known for providing high touch client service to the small to mid-sized employer. Your dedicated Plan Compliance Consultant will schedule an annual walk through of the entire valuation report explaining all aspects of eligibility, contribution calculations, required distributions and all non-discrimination testing. All tax filings will be signature ready and will be electronically filed by our office ensuring you meet all required deadlines. It is this level of service that has awarded us relationships with..

Also known as: Carpenter Morse, Carpenter Morse Group Inc., The Carpenter Morse Group Inc