Honoring visionary Professionals and Firms whose exemplary contributions redefine excellence, inspire innovation, and drive transformative progress, setting new industry benchmarks
I am the founding partner of APS Pension Services, LLC established in 1977, a full service Third Party Administration organization. I have written several books on retirement plan including my core book "Financial Professional's Guide to Qualified Retirement Plans," currently in its seventh edition in 2024. I have been providing educational webinars to CPA firms and third party providers for the last 30+ years and continue to expand topics available, all of which are available for CE credits for CPAs and advisors.