Retirement Plan Question? We've Likely Answered It.
APS was founded in 1977 exclusively as a Third Party Administrator (TPA). Today, APS Pension & Financial Services is a financial se
rvices consulting firm specializing in Retirement Plan Design, ERISA Fiduciary Services and Wealth Management. We are a certified Center for Fiduciary Excellence (CEFEX®) firm and adhere to the global fiduciary standards of the American Society of Pension Professionals & Actuaries (ASPPA) and CEFEX. Our staff all have long tenure with the firm and extensive knowledge in the retirement plan space. After 40+ years of working with businesses and individuals, we have likely seen most, if not all, issues as well as the solutions and strategies to improve outcomes.
Our Differentiator
is our talented team of in-house retirement plan and wealth management specialists.
Custom Solutions 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 solutions 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
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Third Party Administration |
Fiduciary Services |
Employee Education |
Actuarial Consulting |
Learn More About Our Retirement Plan Services
Our Strategic Partnerships
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