Carpenter Morse Group Inc


Carpenter Morse Group Inc


Carpenter Morse Group Inc


Welcome to Carpenter Morse Group

Carpenter Morse Group has provided administrative support services for small to midsize businesses for over 50 years. Administrative support services include retirement plan design, implementation, limitation testing, contribution planning, contribution allocations, participant statements, the required governmental reporting and IRS/DOL Audit Assistance. Plan types include profit sharing plans, 401(k) plans, cross-tested profit sharing and 401(k) Plans, employer stock option plans, cash balance plans, traditional 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. Your dedicated Plan Compliance Consultant will schedule an annual walk through of the entire valuation report explaining all aspects of eligibility, contribution calculations, required distributions and all non-discrimination testing. All tax filings will be signature ready and will be electronically filed by our office ensuring you meet all required deadlines. 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.


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

CMG Reviews

S. Gomez

Financial Advisor

Thank you all for stepping up, researching things beyond your control. This is truly how it should work and we appreciate the team approach!

B. Primrock


You are the best!!!!

I mean beyond fabulous!! AMAZING YOU ARE AMAZING!!

C. Martin


We’ve worked with Carpenter Morse (individually Serena, Brittney, and Alicia) for nearly 3 years now. They help manage our 403b plan. Not only do they help us with all distributions from terminated employees but they work closely with us on filing our 5500 for ERISA compliance. Each of them are easily reached, extremely knowledgeable, and provide trusted insight into managing our relatively new retirement plan.

I personally look to Serena and Brittney to give me the straight, unbiased third-party opinion when working with American Funds, our auditor, and our financial advisor. I feel comfortable that I’m doing my fiduciary responsibility knowing that Carpenter Morse is our Third Party Administrator.
Highly recommend!

Melinda S.

Financial Advisor

Serena’s knowledge combined with her staff’s commitment to customer service create an exceptional TPA experience. Carpenter Morse Group’s involvement in my clients’ plans demystifies the intricacies of qualified retirement plans and relieves the administrative burden often associated with them. Carpenter Morse Group offers a very hands on, personal touch that you and your clients will appreciate.