A Bundled Solution That Seeks To

Optimize Retirement Plan Outcomes

APS is a full-service pension and actuarial consulting advisory firm. By bundling the services of third-party administrator and investment advisor, we have both a macro and micro level view on plan design, investment strategy and regulatory requirements. We, therefore, have a deeper understanding of how to manage funding risk to ensure stability of minimum funding needs. Bundling these services seek to mitigate the risk of mismanaged portfolios and provide a comprehensive and integrated approach to qualified plan design, administration, and investment management.

Custom Strategies for The Precise Needs of Your Organization

For every organization we work with, we uncover the unique needs of the business and its workforce. We design strategies that help meet those unique needs and take the time to encourage management and employee action. Our objective is to ensure your compliance and the successful governance of your plan.

Your One-Stop for Retirement Services

Third Party Administration

We specialize in the administration of retirement plans for businesses nationwide.

Custom Plan Design and Documentation
Administration and Recordkeeping
Annual Compliance Testing & Reporting
Consulting Services

Fiduciary Services

The fiduciary is the entity or person responsible for overseeing the plan’s administration and selecting investment options while acting solely in the interest of plan participants and their beneficiaries.

Carrying out duties prudently
Development and adherence to the investment policy statement (IPS)
Diversifying and monitoring investments

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Participant Education

We work closely with you and your retirement plan committee to customize employee services including communications and education in order to help maximize your 401(k) and 403(b) participation rates, compliance, and overall success of the plan.

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Actuarial Consulting

Our team of consultants help Plan Sponsors and their accounting advisors create Defined Benefit and Defined Contribution plans designed to maximize the value of retirement benefits to participants.

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A Diligent Retirement Plan Process Which Seeks Optimal Outcomes

We bring the unique combination of working with the organization and its employees to help deliver a high quality corporate retirement plan with high participation and meaningful outcomes.

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2024 Edition of Stephen Abramson's Book

Financial Professional's Guide to Qualified Plans

This newly updated book is a must-have for anyone seeking the latest insights and knowledge in Qualified Retirement Plan Planning, Implementation, Operation, and Compliance, including a detailed analysis of SECURE and SECURE 2.0. This revised edition is packed with fresh perspectives, cutting-edge research, and practical advice that will empower readers to stay ahead of the curve. Dive into this comprehensive guide and discover a wealth of valuable information that will elevate your understanding and expertise.

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