American Pension Advisor

American Pension Advisors (APA) is a trusted partner for businesses seeking comprehensive retirement plan solutions. Since 1997, we have been dedicated to providing exceptional service and guidance to help our clients build strong, secure retirement plans for their employees. We understand that every business is unique, and we take the time to understand your specific needs and goals to develop a customized plan that aligns with your objectives.

Our Services

APA offers a full suite of retirement plan services, from initial design and implementation to ongoing administration. We specialize in both defined contribution plans, such as 401(k)s and profit sharing plans, and defined benefit plans, including cash balance plans. Our experienced team of professionals has in-depth knowledge of all facets of retirement plan regulations and best practices, ensuring that your plan is compliant and compliant with current legislation.

When you partner with APA, you can expect:

• Customized Plan Design: We work closely with you to understand your business, your employee demographics, and your financial goals to design a plan that meets your specific needs. This includes determining the appropriate plan type, contribution levels, vesting schedules, and investment options.
• Streamlined Implementation: We handle all the administrative details involved in setting up your plan, from filing necessary paperwork to communicating with your employees. This allows you to focus on running your business while we ensure a smooth and efficient implementation process.
• Comprehensive Administration: We provide ongoing administration services to keep your plan running smoothly and efficiently. This includes processing employee contributions and payroll deductions, managing investments, preparing compliance reports, and answering participant inquiries.
• Expert Guidance: Our team is available to answer your questions and provide guidance on all aspects of your plan. We are committed to being a trusted partner and helping you make informed decisions that benefit both you and your employees.

Our Commitment

At APA, we believe that every business deserves access to high-quality retirement plan solutions. We are committed to providing our clients with exceptional service, personalized attention, and the expertise they need to build successful and secure retirement plans for their employees. We strive to build lasting relationships with our clients based on trust, transparency, and a shared commitment to helping them achieve their financial goals.