Welcome to Carpenter Morse Group

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 and the required governmental reporting. Plan types include profit sharing plans, 401(k) plans, cross-tested profit sharing and 401(k) Plans, employer stock option plans, cash balance plans, 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. We meet with each client annually to provide employee education, review and make recommendations on plan design and to personally deliver the year-end reports. It is this level of service that has awarded us relationships with numerous CPA firms, Retirement Plan Attorneys, and financial advisors who are responsible for referring 100% of our client base. It is our devoted and vigilant staff that are responsible for our 98% client retention rate year after year.

Carpenter Morse Group is a BBB Accredited Business. Click for the BBB Business Review of this Retirement Planning Service in Orlando FLWe are a Fee-Only firm and credit reimbursements received from the investment provider directly back to your account offsetting your fees. We are independent and can work with any investment company or platform.

For more information on Carpenter Morse Group, contact us today!