Carpenter Morse Group has been providing administrative support services for small to midsize businesses for over 50 years, specializing in retirement plan design and implementation. They offer a wide range of plan types, including profit sharing plans, 401(k) plans, and traditional defined benefit plans, and are known for their high-touch client service and expertise in compliance and reporting.
With a dedicated team of experienced professionals, Carpenter Morse Group ensures accurate and reliable services, including contribution planning, participant statements, and IRS DOL Audit Assistance. Their commitment to client satisfaction has earned them long-standing relationships with CPA firms, Retirement Plan Attorneys, and Financial Advisors, and a remarkable 98% client retention rate year after year.
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