Carpenter Morse Group is a highly experienced and reliable administrative support service provider for small to midsize businesses, specializing in retirement plan design and implementation. With over 50 years of industry expertise, they offer a wide range of plan types, including profit sharing plans, 401(k) plans, and traditional defined benefit plans, ensuring personalized and compliant solutions for their clients.
Known for their exceptional client service, Carpenter Morse Group's dedicated Plan Compliance Consultants provide comprehensive support, from eligibility and contribution calculations to required distributions and non-discrimination testing. Their commitment to excellence has earned them long-standing relationships with CPA firms, Retirement Plan Attorneys, and Financial Advisors, making them a trusted choice in the industry.
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