Retirement Plan Design Services
American Pension Advisors (APA) evaluates your goals and philosophy towards retirement plans and then crafts a plan specifically suited to meet those goals as cost-effectively as possible. APA provides a step-by-step explanation of your plan and coordinates the trust agreement and other documents with your attorney and accountant.
New Retirement Plans
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Design a retirement plan based on your objectives with contribution/matching formulas based on your budget and goals.
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Prepare or facilitate plan document installation using appropriate prototype, volume submitter or individually designed documents.
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Prepare Summary Plan Descriptions and distribute to plan participants.
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Where appropriate, facilitate attainment of the IRS Determination Letter
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Provide initial coverage and participant testing
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Review corporate structure to determine controlled groups and affiliated service organizations.
Retirement Plan Takeovers
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Review existing plan documents and facilitate revisions or changes.
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Facilitate transfer of administration records from prior plan administrator.
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Facilitate transfer of plan assets from the prior recordkeeper.