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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 firstname.lastname@example.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.
** All Final Fees will be Guaranteed for 3 Years
Over 40 FUND Families Available
600 Bypass Dr. Suit 223A