Carpenter Morse Group, P.A.
35 years in business
1560 Orange Ave STE 410
Winter Park, FL 32789-5559
BBB File Opened: 05/09/2011
Business Started: 06/28/1982
Business Started Locally: 06/28/1982
Business Incorporated: 06/28/1982 in FL
Type of Entity
Principal: Ms. Serena Morse, President
Retirement Planning Services
Employee Benefit Consultants
Products & Services
This company provides administrative support services for qualified retirement plans to Florida businesses. 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.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.