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Michael Harvey, President Sales & Marketing


About Michael

Mike has decades of experience in the retirement plans industry and an in-depth knowledge of all types of retirement plans from 401k to cash balance to non-qualified and beyond. As President of Sales & Marketing, Mike partners directly with financial advisors, CPA’s and other professionals to deliver customized benefit solutions to business owners. Since PENSERVCO is a fee for service provider, that does not sell any financial products, we can provide unbiased coast analysis of investment/record keeping platforms.

When you partner with Mike and Penservco they become your retirement plan department and enable you to expand the scope of services you can deliver. If you are new to the retirement plan market we can assist with marketing, sales presentations, 5500 reviews and more. If you have existing clients we can assist with benchmarking, fiduciary reviews, employee education and more. The outline of services listed here are what we do to develop long term, beneficial and productive partnerships with other financial professionals and are complementary to the compliance and actuarial services we provide to plan sponsors.

Qualified Plan Design, Implementation and Servicing / Delivering Multiple Benefit Solutions to Business Owners

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