LOVES:

Mathematics, DC compliance, problem solving, multi-tasking.

PET PEEVES:

401k administration services

Multitasking, staying organized, cooking.

profit sharing 401k plan

SKILLS:

Bad drivers, loud cell phone talkers, rude people.

Christine grew up in the Chicago area and moved to Colorado to study English and Science, then Ms. Connolly relocated to Florida to join PENSERVCO, Inc as our Internal Distribution Processing Specialist. She showed a great skill in organization, timely processing and accurate record keeping. In 2005, Ms. Connolly was promoted to a distribution trainer and junior pension administrator. In 2006, She proved to be a dedicated and skillful Pension Administrator and promoted from a Junior Pension Administrator to a Pension Administrator.

Mrs. Roose graduated from Florida State University with a Bachelor of Science in Actuarial Mathematics and a minor in the College of Business.

She brings with her over 11 years of experience in the pension services industry. Mrs. Roose is extremely knowledgeable and is recognized as a specialist in the Defined Contribution Plan Administration, compliance and government reporting.  Her attention to detail and knowledge has placed PENSERVCO as one of the premier third party administrator in the United States today.

PENSERVCO SUMMARY

SKILLS:

Eugene William (Bill) Moore,  CEO, PENSERVCO, Inc.

SKILLS:

Donald Chapman, Consulting Pension Actuary, has over thirty years of experience in the pension actuarial consulting business in the areas of employer retirement programs and employee benefits for small and large employers, union trustees, pension plans and government pension plans. His experience also includes working with professional corporations and sole proprietorships. Areas of specialty include plan design, administration, plan documents, actuarial certifications, employee communications and training in the defined benefit plan areas.

Mr. Chapman has a BS in Education and Mathematics from Eastern Nazarene College in Quincy, MA. He continued postgraduate studies at Northeastern University in the area of education and teaching of mathematics. He is also a regular participant at the actuarial/technical educational programs given by the Society of Actuaries and the American Society of Pension Actuaries and the American Academy of Actuaries.

Mr. Chapman is an Enrolled Actuary as defined by the Department of Labor and Department of the Treasury to perform actuarial services under ERISA. He is also a member of the American Academy of Actuaries and the American Society of Pension Professionals and Actuaries.

PET PEEVES:

PET PEEVES:

Sarah comes from the Massachusetts area until she relocated to Florida where she received her Associates of Art degree as well as a Bachelor of Arts degree in International Business.

Mrs. Huckstep has been a valuable asset to the PENSERVCO team where she is responsible for distribution and loan processing. Mrs. Huckstep is currently training to become a Pension Administrator.

tampa ppc professionals

LOVES:

My dog McGreggor. Music and concerts. Jeopardy! Soccer. Reading.

Family, golf, exercise enthusiast, golf, people who play golf.

PET PEEVES:

My Husband, Boating, Fishing, Golfing, Sports (Bucs, Lighting, Rays, FSU), Crafts

LOVES:

Christine Connolly, Senior Pension Administrator

SKILLS:

Donald D. Chapman EA, MAAA, MSPA

Pension Plan Administrators

Cat Herding.

401k third party administrator

FAMILY, football, boating, running, laughing, traveling and WINE.

Pension Administration. Excellent communicator.

Rude, negative people and messiness.

PENSERVCO  Managing Consultants

PENSERVCO has over 40 years of administration experience through the acquisition of Southeastern Pension Administrators, Inc. and Southeastern Actuarial Administration.


PENSERVCO's corporate headquarters is located in Clearwater, Florida and services the entire US market.

It has been our company's goal to provide "best of class" service to our clients and their retirement plans in all areas of administration. We strive to offer our clients the utmost satisfaction that our name has become synonymous with for the past 40 years.

We take great pride in our employees, community and the company's achievements, which include the 2007 Top TPA Award presented by the 401(k) Wire. PENSERVCO, Inc.  is also proud to be endorsed by the Florida Institute of CPAs.

It is our primary mission to help clients achieve their unique retirement goals.

A 1977 Graduate of The University of Florida, Bill has spent his entire career in the field of Employee Benefits. First Job 1977, Travelers Insurance Co., Group and Pension Sales. Marketed Group Medical and Retirement Plans to corporations with over 1,000 employees. Recruited to Blue Cross to manage the west coast of Florida with 4 offices from Tampa to Naples FL. Product lines included; Group Medical, Dental and Group Life Insurance and Supervised local Medicare employees. Recruited in 1984 to help found Florida office of Mercer Consulting, Largest Actuarial consulting firm in world. Procured clients including; Southeast Toyota, Eastern Airlines, Eckerd Drugs, Publix foods. 1986, Left Mercer to start own administration firm, business was purchased by Dun and Bradstreet in 1988, built firm from 1,000 plans 22 employees to 19,000 plans and 750 employees with 15 offices becoming the largest Independent TPA in the Nation, bought company back with venture capital partner, sold to First Data Corporation 24 months later. During that time, purchased and beta tested 5 major daily record-keeping systems, developed over 20 national 401k platforms for Insurance companies and Mutual Fund complexes including Legg Mason, Aetna, Kemper, Merrill Lynch, Northwestern Mutual, Paine Webber, US Trust, and  Raymond James. Bill founded PENSERVCO in 2000. Bill is knowledgeable in DB, Profit Sharing, 401k, 403b, and Medical plan administration including Cafeteria Plan administration, 125 Plans, HSA’s, HRA’s FSA’s etc.

Past career Highlights;

  • Charles Schwab 401k Board.
  • SPARK, (Society of Administrators and Recordkeepers) Bob Wolfing, Steering Committee 8 Years, directed annual Golf tournament 5 years at the Breakers in West Palm Beach.
  • Member, ASPA, American Society of Pension Actuaries, American Marketing Association.
  • Consultant to Winn Cody, Founder of Expert Plan, Plan Design and features of new Open Architecture recordkeeping system.
  • AIF, Accredited Investment Fiduciary, Issued Certificate #146, Passed test in 2004.
  • PPC, Professional Plan Consultant,  Fiduciary Training Designation for Retirement Plans.
  • Guest Speaker at several National Retirement Plan Conventions, including SPARK, and CFDD Insurance companies, and CPA events.


Current:


  • Bill is on The Board of Trustees of the Florida Institute of CPA's Educational Foundation.
  •  PENSERVCO is the exclusive endorsed provider of Retirement Plan (TPA) services in Florida for the Florida Institute of CPA’s Documents, Testing and 5500 work.
  • Bill Started Suncoast Scramble Golf Tournament to raise monies for Accounting Scholarships in 2004, and has raised over $150,000 in its first 10 years.
  • Bill has been Golf chairman for CharityWorks Golf Tournament the past 8 years.

Katie Roose, President

Sarah Huckstep, Associate Pension Administrator

Talking or being disruptive during the opening band.

LOVES:

Slow drivers.