Terrible experience with Carpenter Morse Group. I met with these folks at the recommendation of my financial advisers, whom I trusted. The first question I asked, which I made very clear, was if...
Carpenter Morse Group
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2170 W State Road 434 Ste 280
Longwood, FL 32714
Carpenter Morse Group, based in Longwood, FL, has been a trusted provider of administrative support services for small to midsize businesses for over 50 years. Specializing in retirement plan design and implementation, they offer a range of services including contribution planning, participant statements, and IRS DOL Audit Assistance.
Known for their high touch client service, Carpenter Morse Group boasts a 98% client retention rate year after year. With a dedicated Plan Compliance Consultant for each client, they ensure thorough explanations of all aspects of retirement plan management and compliance.
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