facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

A Wealth of Financial Services

Your Retirement Plan Think Tank

Learn More

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 services 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.

Meet The people in our knowledge pool

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

Third Party Administration

Fiduciary Services

Employee Education

Actuarial Consulting

  Learn More About Our Retirement Plan Services

Our Strategic Partnerships

Image result for schwab logo

Image result for riskalyze logo

Image result for Fi360 logo

Partners - Redtail Technology

Smart RIA Ventures, LLC | Crunchbase

Ascensus | NSC | NAFCU

Image result for Scanalytics logo

RIA Compliance

FIS Relius - RIA Oasis DATAIR Logo DATAIR Logo