Carpenter Morse Group has provided administrative support services for qualified retirement plans to Florida businesses for over 40 years. Administrative support services include retirement plan design, implementation, limitation testing, contribution planning, contribution allocations, participant statements, the required governmental reporting and IRS/DOL Audit Assistance.
Plan types include profit sharing plans, 401(k) plans, cross-tested profit sharing and 401(k) Plans, employer stock option plans, cash balance plans, traditional defined benefit plans and cash balance/401k combination plans. 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.
Plan types include profit sharing plans, 401(k) plans, cross-tested profit sharing and 401(k) Plans, employer stock option plans, cash balance plans, traditional defined benefit plans and cash balance/401k combination plans. 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.
Services
Keith Carpenter is the founder of Carpenter Morse Group, originally started in 1975 as Carpenter Advisory Companies.
Keith received an undergraduate degree from Rollins College in Economics.
After working for an economic research company, he obtained a Masters in Finance and Business Administration from the Rollins College Roy E. Crummer School of Finance and Business Administration.
He successfully cultivated hundreds of relationships with small businesses throughout Florida providing retirement plan administration for over 30 years.
Keith received an undergraduate degree from Rollins College in Economics.
After working for an economic research company, he obtained a Masters in Finance and Business Administration from the Rollins College Roy E. Crummer School of Finance and Business Administration.
He successfully cultivated hundreds of relationships with small businesses throughout Florida providing retirement plan administration for over 30 years.
Carpenter Morse Group offers an array of critical services to meet your retirement plan administrative needs.
For more detailed information on our services, we encourage you to contact us directly.
Daily & annual assistance with calculating and allocating appropriate deductible contributions.
Actuarial consultants on staff for Defined Benefit calculations and required reporting.
An annual or semiannual meeting with Fiduciaries of Plan to ensure Plan is operating in an efficient, cost-effective manner.
For more detailed information on our services, we encourage you to contact us directly.
Daily & annual assistance with calculating and allocating appropriate deductible contributions.
Actuarial consultants on staff for Defined Benefit calculations and required reporting.
An annual or semiannual meeting with Fiduciaries of Plan to ensure Plan is operating in an efficient, cost-effective manner.
Please call us to arrange a plan design consultation.
We can walk you through the maze of retirement plan choices and design a plan that will fit both the owner and employees.
Sometimes all you need is a simple amendment to your current plan document.
A 401(k) Plan is a retirement plan that allows participants to play an active role in saving for their own retirement by contributing a portion of their compensation into the plan on a pre-tax or after tax basis.
Pre-tax deferrals reduce each participant's current taxable income.
We can walk you through the maze of retirement plan choices and design a plan that will fit both the owner and employees.
Sometimes all you need is a simple amendment to your current plan document.
A 401(k) Plan is a retirement plan that allows participants to play an active role in saving for their own retirement by contributing a portion of their compensation into the plan on a pre-tax or after tax basis.
Pre-tax deferrals reduce each participant's current taxable income.
We cannot thank you enough for the amazing service that you provided to us in our time of need.
You went above and beyond and that is rare these days.
The money was actually in our account yesterday and we were able to take care of our crisis.
This was all thanks to you and your quick actions!
Thank you again so much!
We've worked with Carpenter Morse (individually Serena, Brittney, and Alicia) for nearly 3 years now.
They help manage our 403b plan.
Not only do they help us with all distributions from terminated employees but they work closely with us on filing our 5500 for ERISA compliance.
You went above and beyond and that is rare these days.
The money was actually in our account yesterday and we were able to take care of our crisis.
This was all thanks to you and your quick actions!
Thank you again so much!
We've worked with Carpenter Morse (individually Serena, Brittney, and Alicia) for nearly 3 years now.
They help manage our 403b plan.
Not only do they help us with all distributions from terminated employees but they work closely with us on filing our 5500 for ERISA compliance.
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