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A Comprehensive and integrated approach

Optimizing Retirement Plan Outcomes

APS provides a comprehensive, integrated approach to qualified plan design and administration, investment management, and succession planning concerns for closely held businesses.


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.

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

Employee 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.

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.


A Diligent Retirement Plan Process Translates To Optimal Outcomes

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