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APS
Pension and Financial Inc.
Services
Plan Installation:
- Preparation of plan documents including Standardized and
Non-Standardized Prototypes and Custom Design Plans
- Employee meetings to exlplain new plan, basic investments and
enrollment for 401(k) plans
- Preparation of Summary Plan Description
- Secure IRS Determination Letter
Annual Administration:
- Prepare annual evaluation report to management
- File all necessary forms with IRS including 5500's, Schedule B, PBGC forms, etc.
- Prepare benefit statements for participants
- Prepare Summary Annual Report
- Prepare all forms for benefit distributions
- Loan administration
- Actuarial certification
- Annual review meeting with management
- 401(k) recordkeeping
Miscellaneous:
- Plan Terminations
- Pension Distribution Planning
- Consulting actuarial services
- Executive retirement consulting
- FASB reports
- Pension Plan redesign
• Pension Plan Design
• Qualified Retirement Plan Consulting
• 401(k) "SIMPLE"ification
• What is the best plan for my client?
• Services
• Pension Programs
APS Pension and Financial Services, Inc.
20 Crossways Park North, Suite 410 Woodbury, NY 11797
Phone: (516) 228-8444 Fax: (516) 228-8457
E-mail: aps@apspension.com
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