401k defined

April 2016


Sarah Thomas, PENSERVCO's Associate Pension Administrator, changed her last name to Huckstep on April 23, 2016, in Palm Island, FL, tying the knot with the love of her life, Doug Huckstep.


The two met at the Charity Works golf tournament at Bellaire Country Club that PENSERVCO hosts every November.


An unexpected shark attack almost put an end to the post-nuptial celebration, but all participants emerged unscathed.

401k brokers
401k administration services
ira recapture

May 2016. PENSERVCO has hosted the Suncoast Scramble golf tournament for the past 13 years.


The Scramble is an annual fundraiser that raises scholarship funds for local accounting students via the FICPA Educational Foundation.


The 2016 Scramble raised over $25,000 for deserving young accounting students in the Tampa Bay Area.

PENSERVCO's CEO Bill Moore rallied a team to participate in the Kimberly Knorr Memorial Celebrity Golf Tournament last week. The event raised monies to support Wheelchairs for Kids, a national non-profit dedicated to improving the lives of children with physical disabilities by providing wheelchairs, ramps, and other assistive devices. Bill is on the far right next to retired MLB umpire Richie Garcia.

As Trustee for the FICPA Educational Foundation, Bill Moore presented a scholarship to Brooks C. Lackmann, a USF Accounting Student, during  the 9/19/16 FICPA Sandspur Chapter meeting.

727-445-9770

PENSERVCO is a repeat offender when it comes to raising scholarship monies for deserving accounting students. Bill Moore and his staff have been actively involved in the community for over a decade.

tampa ppc professional

Monster Jam, February 4, 2017 at Raymond James Stadium

May 2016. With up to 40 hours of CPE, national speakers, fun for everyone and an exciting new location, the 2016 FICPA Mega CPE Conference was a huge success.


PENSERVCO has had a booth at the MEGA Conference for the past 10 years.


Join more than 500 accounting professionals for next year's Conference at the award-winning Gaylord Palms Resort & Convention Center – a destination on its own. You'll be less than 10 minutes from the main gates of Walt Disney World® Resort, and your hotel stay includes a complimentary shuttle to and from this iconic locale.

third party administrator

Left to right: Gene Moore, Dick Crippen, Bill Moore

retirement plans
ficpa

COMPANY NEWS

June 2016. Bill Moore, CEO of PENSERVCO, was recently re-appointed to the FICPA Educational Foundation Board for three more years. In addition, Bill is a member of three other committees directly affiliated with the FICPA: the Suncoast Scramble Committee, the Scholarship Committee, and the Marketing & Public Relations Committee.


We are fortunate to have such a dedicated fundraiser as our CEO. Way to go, Bill!

401k

July, 2016. Kyle Roose, son of Katie Roose (President of PENSERVCO), has been racing BMX since the age of 5. He is now 11. He began his BMX experience in Oldsmar. However, racing is all over the country. He started as a novice, moved up to intermediate and became expert in a short period of time. At the age of 6, Kyle won the Disney Cup which is an honor and quite the accomplishment. He is a hard, determined rider and hopes to continue his journey as a successful BMX rider. His parents couldn’t be more proud!

August 3, 2016.  Bill Moore, our venerable CEO, and his grandson, Gene, attended a fabulous CPE event held at Tropicana Field. This annual fundraiser for the FICPA Educational Foundation is always a great time. This is Bill's 12th year in a row of attendance.


The event features two hours of Continuing Professional Education in one of the VIP lounges, unlimited food, an open bar, and great seats in the front row. This year the seats were on the third base line.


A great time was had by all. After the game, Bill's grandson, Gene, said, "Are you going to this again next year? Can I go?" We think he had a good time.

July 2016. PENSERVCO's Senior Pension Administrator, Christine Connolly, recently traveled to New York City to attend an exciting performance of Public Service Broadcasting. This unique show was held aboard the USS Intrepid, July 15th and 16th.


Public Service Broadcasting is the corduroy-clad brainchild of J. Willgoose Esq., a multi-instrumentalist from London. He and drumming companion Wrigglesworth are on a quest to inform, educate and entertain audiences around the globe. (http://publicservicebroadcasting.net/)

In live audio-visual “transmissions,” PSB weaves samples from old public information films, archive footage and propaganda material around live drums, guitar, banjo and electronics. Beaming the past back at us through vintage TV sets and state-of-the-art modern video projection devices, PSB teaches the lessons of the past through the music of the future.

July 2016. Sarah Huckstep, PENSERVCO's Associate Pension Administrator, went to Crystal River over 4th of July weekend to go scalloping for the very first time.

"We went to three different spots and by the third spot all of us were loading up. We got our maximum allowable amount of 10 gallons. I had so much fun snorkeling around looking for them and then diving down to scoop them up, sometimes getting two and three at a time. It can be a little tiring. We also cleaned them ourselves, which was an experience! It’s pretty time consuming but we were able to clean most of them before we made it back to the springs to swim. It was all so rewarding once we made dinner that night. We grilled them up on the half shell with some butter, garlic salt, lemon juice and parmesan cheese. They were delicious!! If you’ve never been scalloping before I highly recommend you get out there and see what it’s all about."

PENSERVCO © ALL RIGHTS RESERVED. 

Office Number

PENSERVCO, Inc.

401k administrator

Sarah attended Monster Jam with her husband and step son as an ongoing yearly tradition. They met up to tailgate with neighbors where they played cornhole and feasted on smoked ribs, brats, cheesy potatoes, fruit and cupcakes. The show was pretty good but not as good as past years. There were a lot of newer trucks. A few of the trucks attempted back flips and there were quite a few wrecks. All in all it was a fun night.

penservco
corporate pension plan

July 4, 2016


We hope everyone had a fabulous Fourth of July weekend!


Pictured here are two members of the PENSERVCO family: Olivia and Mako Roose, daughter and canine companion, respectively, to our President, Katie Roose.


It looks like Mako is ready for action!

January 26, 2017

traditional profit sharing plan