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Steve Abramson

Steve Abramson, CPC, CLU

President, APS Pension and Financial
Mellenville,NY
  • 4.1
  • 430 reviews
  • 704 Professionals Trained
  • 5 Courses

About Speaker Steve Abramson, CPC, CLU, ChFC

Stephen Abramson is the President and founding partner of APS Pension & Financial Services established in 1977, a mid-size consulting and actuarial firm employing twenty-two professional and support staff specializing in pension and pension-related services.  For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth preservation planning. In 2015 APS Investment Management was established to provide fiduciary services to 401(k) and 403(b) plans and in 2018 APS Wealth Management, a Registered Investment Advisor (RIA), was established to provide investment management services to individual clients and retirement plans replacing his previous relationship with a Broker/Dealer.  Steve has taught professional level education programs for the American Society of Pension Actuaries; lectured to various professional groups, including the National Conference of CPA Practitioners, The NYS Society of CPAs, Nassau Bar Association, the C.W. Post Tax Institute, and the National Institute of Pension Administrators; and conducted continuing education seminars for Certified Public Accountants for the past 35 years. He is co-author of Plan Smart, Retire Rich published by McGraw Hill in 1998; author of Advisor’s Guide to Qualified Plans originally published by Aspen Publishing in March, 2002 and recently in the process of being updated with the 8th edition, and Retirement Financial Management for Clients Approaching Retirement published by Aspen Publishing in August, 2002.  A less technical version of Advisor’s Guide to Qualified Plans entitled Guide to Qualified Retirement Plans: A Plain Language Primer was published by the International Association of Employee Benefits in March 2005.  The second edition of this book was released in 2008.

Steve graduated from Cornell University in 1964, earned the designation of Chartered Life Underwriter in 1967 from the American College, Certified Pension Consultant in 1970 from the American Society of Pension Professionals and Actuaries and Chartered Financial Consultant from the American College in 1972.


4.1

(430)
42%
42%
10%
0%
6%

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

EH

Great presentation

DH

Great presentation giving real details. Much more in depth than expected. Thank you!

RB

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

LO

Awesome!

JP

Great

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

AS

Great, low cost relevant webinar

RV

It was informative.

SS

Good information.

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.

FREE
retirement planning CPE Course
  • Steve Abramson, CPC, CLU, ChFC
  • 2 Credits

Fundamentals of Defined Benefit Plans

  • Sep 29, 10:00 AM EDT
  • CMA
  • CPA (US)
  • CPA/PFS
  • CSA
FREE
Defined Contribution Plan CPE Course
  • Steve Abramson, CPC, CLU, ChFC
  • 2 Credits

Alternate Designs for Defined Contribution and Defined Benefit Plans

  • Sep 30, 10:30 AM EDT
  • CMA
  • CPA (US)
  • CFA
  • CSA
$20
Qualified Charitable Distribution IRA
  • Steve Abramson, CPC, CLU, ChFC
  • 2 Credits

Distributions from IRAs and Qualified Retirement Plans

  • Oct 15, 03:30 PM EDT
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
FREE
retirement planning CPE Course

Fundamentals of Defined Benefit Plans

  • Sep 20, 11:00 AM EDT
  • CMA
  • CPA (US)
  • CPA/PFS
  • CSA
Completed
  • 4.5 (46)
$20
Qualified Charitable Distribution IRA

Distributions from IRAs and Qualified Retirement Plans

  • Sep 15, 04:00 PM EDT
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Completed
  • 3 (1)
FREE
Retirement Plan Design CPE Course

Plan Design for Closely Held Companies

  • Sep 13, 02:30 PM EDT
  • AFSP
  • CMA
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CSA
Completed
  • 4.4 (55)
FREE
Advanced Plan Design Options

Advanced Plan Design Options

  • Aug 09, 02:00 PM EDT
  • CMA
  • CPA (US)
  • CPA/PFS
  • CSA
Completed
  • 4.2 (33)
FREE
Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation

Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation

  • Jul 30, 03:30 PM EDT
  • AFSP
  • CIA
  • CMA
  • CPA (US)
  • EA
  • HRCI
  • IAP
  • Tax Preparer
  • CPA/PFS
  • QIAL
  • SHRM
  • CTEC
Completed
  • 4.4 (45)