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APS Pension and Financial

APS Pension and Financial

APS is recognized as a leading financial group specializing in retirement plan design and administration, portfolio management, estate planning, and life and health insurance benefits.

  • Financial Services
  • 11-50 employees employees
  • Mellenville, New York
  • 1.4k

APS Pension & Financial Services Inc. (APS) is pleased to present our proposal to perform the annual administration for the Inck Consulting, Inc. Defined Benefit Plan and the Inck Consulting, Inc. Incentive Savings Plan.

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.  

APS is a full service actuarial and benefit consulting firm for hundreds of defined benefit and defined contribution plans. With a staff of 17 employees, APS offers a wide range of services including plan design and installation, plan administration, participation in IRS audits, and plan terminations.


4.2

(49)
45%
39%
12%
0%
4%

AK

It’s informative and useful

ES

Very informative.

SD

Very nice presentation of difficult subject

JH

Very informative

ED

lots of valuable insights

HO

The program was effective. Thank you

EE

great

BC

Great update on pension plans!!

AJ

Session was really good. Thank you!

BC

great

JC

Extremely knowledgeable instructor.

JI

Very informative

LS

Glad to have the opportunity for this webinar!

GH

Nice refresher for db's.

HN

myCPE is great

EA

Great

SC

Great webinar

JW

Wealth of information.

DH

Very good presentation with enough detail and examples to really process the rules. Thank you!

HL

The webinar was very informative and I learned a lot today. Thank you

RB

Very informative with ha ha moments on how potentially liable a Fiduciary could be.

LO

Awesome!

KD

Instructure was knowledgeable but he was a little bit dry. Needed a little spunk to capture and engage audience.

LS

NA

JZ

Good information.

RR

I would recommend this course to others.

FT

instructor knew his information

JP

Good content

LS

NA

ER

good session

DC

instructor was very knowledgeable and utilized slide examples to illustrate the presentation points

JP

Good.

CG

N/A

DL

Great presentation!

ZS

Insightful webinar

MG

Good presentation, relearned a lot.

WWMN

Thank you

JK

Good working summary

LA

Informative and interesting

CM

The Course was very informative.

JF

NA

EH

Good

KE

The instructor clearly knew the material but it was very hard to stay engaged with him.

IS

The presentation was a little hard to follow without a highlighted cursor to point to each line item being discussed. The presenter just started/keep talking while summarizing the bullet points without making/indicating his transitions to the next bullet point or heading.

EF

Instructor was too monotone and hard to keep attention to what he was saying. After polling questions he said what correct answer was but didn't elaborate as to why other options were not correct.

NK

the proctor's volume was almost inaudible, even after brought to his attention at the beginning of the seminar.

RV

He was boring. Knew his material, but did not present it in a fashion that kept you interested.

GP

It was incomprehensible

NH

Th absolute worst presentation I have listened to this year and I am now finished my 40th hour. No enthusiasm in voice or delivery.

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