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

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:



Setup, Plan Document, Board Resolution, Design

Plan Take Over Fees:

Transfer Existing Plan

Kick Off Fees:

One time $0 - $1,500

Annual Compliance Fees:

$1,500 + $20/Participant


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




600 Bypass Dr. Suit 223A
Clearwater, FL 33764